LFS
Legacy Financial Strategies Portfolio holdings
AUM
$510M
This Quarter Return
+20.07%
1 Year Return
+14.29%
3 Year Return
+57.69%
5 Year Return
+92.6%
10 Year Return
–
AUM
$129M
AUM Growth
+$129M
(+23%)
Cap. Flow
+$4.31M
Cap. Flow
% of AUM
3.33%
Top 10 Holdings %
Top 10 Hldgs %
74.41%
Holding
63
New
8
Increased
34
Reduced
10
Closed
5
Top Buys
| 1 |
Sysco
SYY
|
$985K |
| 2 |
Expeditors International
EXPD
|
$944K |
| 3 |
Abbott
ABT
|
$933K |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$880K |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$669K |
Top Sells
| 1 |
PepsiCo
PEP
|
$875K |
| 2 |
Ecolab
ECL
|
$762K |
| 3 |
3M
MMM
|
$760K |
| 4 |
Archer Daniels Midland
ADM
|
$718K |
| 5 |
Invesco QQQ Trust
QQQ
|
$230K |
Sector Composition
| 1 | Industrials | 4.56% |
| 2 | Financials | 3.66% |
| 3 | Technology | 3.25% |
| 4 | Consumer Staples | 2.57% |
| 5 | Healthcare | 2.4% |
