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
201
$485K 0.08%
33,013
+623
202
$485K 0.08%
4,144
+372
203
$483K 0.08%
2,340
+169
204
$481K 0.08%
1,472
-59
205
$474K 0.08%
8,916
-1,284
206
$472K 0.08%
112
+3
207
$471K 0.08%
5,484
-91
208
$470K 0.08%
606
+8
209
$463K 0.08%
2,602
+100
210
$459K 0.08%
25,279
+1,653
211
$454K 0.08%
5,032
-123
212
$451K 0.08%
40,121
-16
213
$450K 0.08%
11,069
+3,594
214
$448K 0.08%
3,646
+442
215
$434K 0.07%
2,262
+11
216
$430K 0.07%
5,838
+264
217
$430K 0.07%
15,258
218
$428K 0.07%
20,264
-480
219
$426K 0.07%
3,245
+71
220
$424K 0.07%
7,344
+202
221
$422K 0.07%
11,540
+1,977
222
$420K 0.07%
2,485
+24
223
$416K 0.07%
4,716
224
$415K 0.07%
2,739
225
$414K 0.07%
14,086
+561
7 8
9
10 11