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
$112M
AUM Growth
+$9.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$9.99M
3
+$811K
4
RSPG icon
Invesco S&P 500 Equal Weight Energy ETF
RSPG
+$457K
5
AOS icon
A.O. Smith
AOS
+$413K

Top Sells

1
+$10.2M
2
+$4.28M
3
+$2.86M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$488K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$466K

Sector Composition

1 Financials 6.81%
2 Industrials 3.42%
3 Healthcare 2.4%
4 Consumer Staples 1.99%
5 Energy 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$576K 0.52%
9,246
+136
27
$574K 0.51%
7,535
+568
28
$571K 0.51%
5,656
+125
29
$571K 0.51%
7,502
+1,594
30
$548K 0.49%
15,861
-2,301
31
$547K 0.49%
38,162
+13,532
32
$544K 0.49%
3,670
+1,423
33
$537K 0.48%
5,798
+158
34
$530K 0.47%
1,718
+18
35
$525K 0.47%
9,723
+1,227
36
$519K 0.46%
8,217
+4,585
37
$516K 0.46%
5,395
+570
38
$515K 0.46%
6,224
-633
39
$514K 0.46%
6,690
+650
40
$511K 0.46%
11,156
+844
41
$510K 0.46%
50,000
+1,000
42
$506K 0.45%
10,928
+884
43
$483K 0.43%
2,065
+243
44
$481K 0.43%
4,140
+402
45
$480K 0.43%
2,918
+300
46
$475K 0.43%
3,497
+172
47
$474K 0.42%
12,728
+1,326
48
$471K 0.42%
7,724
+758
49
$461K 0.41%
2,261
+222
50
$460K 0.41%
4,076
+84
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2
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