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
$213M
AUM Growth
+$3.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$936K
2
+$798K
3
+$660K
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$337K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$288K

Top Sells

1
+$234K
2
+$230K
3
+$78.5K
4
KSU
Kansas City Southern
KSU
+$72.3K
5
JNJ icon
Johnson & Johnson
JNJ
+$31.2K

Sector Composition

1 Financials 4.3%
2 Industrials 3.95%
3 Technology 3.3%
4 Healthcare 2.3%
5 Materials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.45M 0.68%
3,255
+186
27
$1.45M 0.68%
20,451
+24
28
$1.45M 0.68%
10,114
+674
29
$1.44M 0.68%
65,763
+2,710
30
$1.44M 0.68%
11,468
+720
31
$1.41M 0.66%
23,118
+1,390
32
$1.41M 0.66%
13,035
+888
33
$1.39M 0.65%
6,527
+10
34
$1.39M 0.65%
6,707
+424
35
$1.35M 0.64%
17,187
+1,056
36
$1.31M 0.62%
5,124
+405
37
$1.24M 0.58%
14,046
+1,216
38
$1.24M 0.58%
15,278
+1,262
39
$1.18M 0.56%
28,811
+2,455
40
$987K 0.46%
3,647
-267
41
$980K 0.46%
3,476
+156
42
$701K 0.33%
7,917
+447
43
$633K 0.3%
6,207
+294
44
$601K 0.28%
14,745
-300
45
$550K 0.26%
16,724
-333
46
$496K 0.23%
1,917
47
$464K 0.22%
6,518
48
$396K 0.19%
3,579
+57
49
$383K 0.18%
6,208
-26
50
$364K 0.17%
9,958
-2,148
1
2
3