LFA

Legacy Financial Advisors Portfolio holdings

AUM $640M
1-Year Est. Return 17.88%
This Quarter Est. Return
1 Year Est. Return
+17.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$595M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$837K
3
+$790K
4
PG icon
Procter & Gamble
PG
+$775K
5
GQI icon
Natixis Gateway Quality Income ETF
GQI
+$769K

Top Sells

1
+$16.2M
2
+$13.8M
3
+$1.33M
4
PEG icon
Public Service Enterprise Group
PEG
+$534K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$523K

Sector Composition

1 Technology 14.02%
2 Financials 8.75%
3 Healthcare 5.74%
4 Consumer Staples 5.22%
5 Industrials 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$583K 0.1%
31,503
177
$579K 0.1%
2,572
-21
178
$578K 0.1%
9,199
+78
179
$572K 0.1%
13,716
+2,127
180
$568K 0.1%
212,031
+108,406
181
$552K 0.09%
4,370
+501
182
$542K 0.09%
4,027
-1,146
183
$537K 0.09%
6,990
-285
184
$536K 0.09%
3,835
+375
185
$534K 0.09%
3,882
-55
186
$524K 0.09%
1,512
+84
187
$520K 0.09%
10,057
+539
188
$520K 0.09%
6,914
+2,836
189
$518K 0.09%
11,686
-4
190
$517K 0.09%
48,957
+6,457
191
$516K 0.09%
2,314
+92
192
$514K 0.09%
57,361
+25,500
193
$509K 0.09%
1,997
+48
194
$509K 0.09%
16,205
-2,745
195
$503K 0.08%
22,860
-10,663
196
$503K 0.08%
1,293
+100
197
$495K 0.08%
978
-10
198
$494K 0.08%
2,155
+319
199
$493K 0.08%
3,952
+149
200
$488K 0.08%
1,279
+86
6 7
8
9 10