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
$102M
AUM Growth
+$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$2.25M
3
+$2.15M
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$1.93M
5
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$1.51M

Top Sells

1
+$2.97M
2
+$2.74M
3
+$1.86M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$419K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$409K

Sector Composition

1 Financials 7.68%
2 Industrials 3.69%
3 Healthcare 2.33%
4 Consumer Staples 1.96%
5 Energy 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$567K 0.55%
9,110
-944
27
$557K 0.54%
7,102
-544
28
$543K 0.53%
3,518
+1,140
29
$541K 0.53%
14,188
-261
30
$534K 0.52%
5,640
-53
31
$529K 0.52%
49,000
+15,000
32
$512K 0.5%
6,857
-2,498
33
$498K 0.49%
5,531
+2,000
34
$484K 0.47%
6,967
+1,154
35
$481K 0.47%
2,618
+692
36
$480K 0.47%
1,700
+360
37
$473K 0.46%
4,309
38
$466K 0.46%
+16,253
39
$458K 0.45%
7,004
-3,719
40
$458K 0.45%
2,985
-13
41
$452K 0.44%
2,885
+917
42
$451K 0.44%
3,992
-256
43
$447K 0.44%
10,312
+2,517
44
$446K 0.44%
8,496
+129
45
$442K 0.43%
6,366
+454
46
$430K 0.42%
3,325
+656
47
$429K 0.42%
19,500
+4,000
48
$428K 0.42%
10,044
+3,112
49
$425K 0.42%
+1,925
50
$423K 0.41%
4,825
+903
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2
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