LFS

Legacy Financial Strategies Portfolio holdings

AUM $554M
1-Year Est. Return 14.36%
This Quarter Est. Return
1 Year Est. Return
+14.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$9.62M
2
+$9.44M
3
+$6.87M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.58M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.47M

Top Sells

No sells this quarter

Sector Composition

1 Financials 7.15%
2 Industrials 3.13%
3 Healthcare 2.17%
4 Consumer Staples 2.04%
5 Energy 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$632K 0.67%
+4,437
27
$606K 0.64%
+7,646
28
$579K 0.62%
+16,452
29
$553K 0.59%
+14,449
30
$551K 0.59%
+5,693
31
$492K 0.52%
+4,871
32
$485K 0.52%
+4,248
33
$480K 0.51%
+44,628
34
$478K 0.51%
+26,610
35
$477K 0.51%
+14,289
36
$462K 0.49%
+2,998
37
$454K 0.48%
+34,000
38
$453K 0.48%
+4,309
39
$450K 0.48%
+3,222
40
$449K 0.48%
+10,178
41
$434K 0.46%
+8,367
42
$415K 0.44%
+2,661
43
$414K 0.44%
+5,912
44
$409K 0.44%
+16,930
45
$409K 0.44%
+4,677
46
$406K 0.43%
+17,995
47
$400K 0.43%
+2,742
48
$385K 0.41%
+6,952
49
$379K 0.4%
+1,926
50
$379K 0.4%
+5,813
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