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
$235M
AUM Growth
+$3.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.68M
3
+$1.58M
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$1.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.31M

Top Sells

1
+$275K
2
+$260K
3
+$220K
4
LOW icon
Lowe's Companies
LOW
+$150K
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$33.5K

Sector Composition

1 Financials 4.33%
2 Technology 4.06%
3 Industrials 3.96%
4 Healthcare 2.54%
5 Consumer Discretionary 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.66M 0.71%
32,224
+3,136
27
$1.66M 0.71%
19,561
+1,779
28
$1.65M 0.7%
8,177
-743
29
$1.64M 0.7%
6,641
+511
30
$1.61M 0.68%
14,477
+2,953
31
$1.59M 0.68%
13,470
+597
32
$1.55M 0.66%
20,451
33
$1.51M 0.64%
7,208
+301
34
$1.49M 0.64%
53,439
+1,270
35
$1.49M 0.63%
9,823
+919
36
$1.48M 0.63%
23,177
-449
37
$1.47M 0.63%
5,903
+26
38
$1.44M 0.61%
5,768
+459
39
$1.32M 0.56%
4,268
+768
40
$1.31M 0.56%
+3,155
41
$1.27M 0.54%
6,527
42
$1.1M 0.47%
58,768
-13,842
43
$899K 0.38%
11,300
+1,656
44
$868K 0.37%
10,517
45
$768K 0.33%
8,087
+125
46
$694K 0.3%
1,932
+3
47
$630K 0.27%
13,800
-405
48
$510K 0.22%
15,983
+666
49
$509K 0.22%
3,120
+1,320
50
$496K 0.21%
6,518
1
2
3