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
$231M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.64M
3
+$1.27M
4
BND icon
Vanguard Total Bond Market
BND
+$817K
5
CP icon
Canadian Pacific Kansas City
CP
+$757K

Top Sells

1
+$1.92M
2
+$1.86M
3
+$1.48M
4
PPG icon
PPG Industries
PPG
+$1.45M
5
KSU
Kansas City Southern
KSU
+$987K

Sector Composition

1 Financials 4.35%
2 Industrials 4.12%
3 Technology 3.75%
4 Consumer Discretionary 2.53%
5 Healthcare 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.73M 0.75%
29,572
+784
27
$1.71M 0.74%
6,907
+200
28
$1.66M 0.72%
17,782
+595
29
$1.65M 0.71%
3,352
+97
30
$1.64M 0.71%
+6,130
31
$1.61M 0.7%
5,309
+185
32
$1.58M 0.68%
72,610
+6,847
33
$1.56M 0.67%
20,451
34
$1.55M 0.67%
16,079
+801
35
$1.42M 0.61%
29,088
+277
36
$1.36M 0.59%
6,527
37
$1.27M 0.55%
+16,205
38
$1.19M 0.52%
11,524
+56
39
$1.18M 0.51%
3,500
+24
40
$1.1M 0.47%
10,479
-3,567
41
$817K 0.35%
+9,644
42
$782K 0.34%
7,962
+45
43
$757K 0.33%
+10,517
44
$680K 0.29%
1,929
+12
45
$669K 0.29%
14,205
-540
46
$613K 0.27%
6,039
-168
47
$508K 0.22%
6,518
48
$494K 0.21%
15,317
-1,407
49
$415K 0.18%
3,797
+218
50
$384K 0.17%
2,245
1
2
3