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
$196M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$587K
2
+$335K
3
+$297K
4
EXAS icon
Exact Sciences
EXAS
+$245K
5
NKE icon
Nike
NKE
+$221K

Top Sells

1
+$338K
2
+$250K
3
+$98.7K
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$71.4K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$50.1K

Sector Composition

1 Industrials 3.79%
2 Technology 2.91%
3 Financials 2.75%
4 Consumer Discretionary 2.67%
5 Healthcare 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.17M 0.6%
2,710
+21
27
$1.17M 0.6%
10,889
+246
28
$1.17M 0.59%
5,718
+34
29
$1.17M 0.59%
10,640
+74
30
$1.16M 0.59%
4,229
+21
31
$1.15M 0.58%
11,986
+100
32
$1.13M 0.58%
9,661
+123
33
$1.1M 0.56%
20,157
+88
34
$1.05M 0.54%
3,193
+19
35
$989K 0.5%
10,359
-141
36
$897K 0.46%
4,217
37
$894K 0.46%
19,183
+311
38
$878K 0.45%
8,609
+186
39
$799K 0.41%
3,914
40
$796K 0.41%
25,983
-355
41
$764K 0.39%
30,567
-13,543
42
$763K 0.39%
3,431
+833
43
$618K 0.32%
4,156
-1,683
44
$610K 0.31%
5,084
45
$603K 0.31%
7,549
-894
46
$549K 0.28%
16,459
-545
47
$513K 0.26%
8,273
-490
48
$475K 0.24%
15,735
49
$423K 0.22%
1,800
-420
50
$411K 0.21%
12,616
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