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
$174M
AUM Growth
+$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$6.07M
3
+$5.36M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$4.89M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.82M

Top Sells

1
+$3.19M
2
+$1.17M
3
+$983K
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$967K
5
EXPD icon
Expeditors International
EXPD
+$944K

Sector Composition

1 Industrials 3.96%
2 Financials 2.92%
3 Technology 2.77%
4 Consumer Discretionary 2.73%
5 Consumer Staples 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.1M 0.63%
5,684
+60
27
$1.06M 0.61%
2,689
+34
28
$1.06M 0.61%
20,069
+686
29
$1.04M 0.6%
14,869
+709
30
$1.03M 0.59%
49,684
+5,488
31
$1.02M 0.59%
7,977
+165
32
$1M 0.58%
+10,500
33
$991K 0.57%
9,538
+586
34
$932K 0.54%
10,643
+217
35
$932K 0.54%
6,681
+696
36
$923K 0.53%
18,872
+786
37
$898K 0.52%
44,110
+1,152
38
$859K 0.49%
8,423
+4,790
39
$808K 0.47%
5,839
+424
40
$708K 0.41%
3,914
41
$705K 0.41%
26,338
+3,697
42
$694K 0.4%
4,217
43
$619K 0.36%
5,084
+2,920
44
$609K 0.35%
8,443
-315
45
$572K 0.33%
17,004
-3,066
46
$546K 0.31%
2,598
+121
47
$484K 0.28%
15,735
-1,590
48
$463K 0.27%
8,763
-248
49
$397K 0.23%
3,535
+146
50
$367K 0.21%
6,518
1
2
3