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
$209M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.45M
3
+$1.27M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.27M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.15M

Top Sells

1
+$1.49M
2
+$1.37M
3
+$283K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$260K
5
TSLA icon
Tesla
TSLA
+$47.5K

Sector Composition

1 Financials 4.3%
2 Industrials 4.08%
3 Technology 3.14%
4 Healthcare 2.26%
5 Consumer Staples 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.47M 0.7%
20,427
-288
27
$1.45M 0.69%
+27,030
28
$1.44M 0.69%
3,069
+180
29
$1.43M 0.68%
6,517
+2,300
30
$1.41M 0.67%
63,053
+3,354
31
$1.41M 0.67%
6,283
+390
32
$1.38M 0.66%
11,863
+928
33
$1.37M 0.66%
12,147
+716
34
$1.36M 0.65%
4,719
+287
35
$1.33M 0.64%
10,748
+665
36
$1.26M 0.6%
26,356
+2,137
37
$1.24M 0.59%
14,016
+1,144
38
$1.23M 0.59%
12,830
+887
39
$1.18M 0.57%
16,131
+1,139
40
$1.11M 0.53%
3,914
41
$899K 0.43%
3,320
-12
42
$677K 0.32%
7,470
-93
43
$603K 0.29%
5,913
-2,548
44
$572K 0.27%
17,057
-37
45
$568K 0.27%
15,045
-360
46
$464K 0.22%
12,106
-510
47
$463K 0.22%
6,518
48
$434K 0.21%
1,917
-210
49
$418K 0.2%
6,234
-187
50
$402K 0.19%
2,438
1
2
3