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
$203M
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.49M
3
+$1.26M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$941K
5
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$548K

Top Sells

1
+$3.19M
2
+$1.88M
3
+$1.61M
4
BEN icon
Franklin Resources
BEN
+$1.49M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$353K

Sector Composition

1 Financials 4.31%
2 Industrials 4.11%
3 Technology 4.03%
4 Consumer Discretionary 2.45%
5 Materials 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.52M 0.75%
8,728
+551
27
$1.52M 0.75%
18,289
+1,054
28
$1.5M 0.74%
4,444
+344
29
$1.49M 0.74%
6,195
+427
30
$1.49M 0.74%
+25,531
31
$1.49M 0.73%
3,771
+219
32
$1.41M 0.7%
6,316
+413
33
$1.41M 0.7%
7,742
+534
34
$1.39M 0.68%
20,703
+252
35
$1.38M 0.68%
25,211
+2,034
36
$1.23M 0.61%
10,826
+1,003
37
$1.19M 0.59%
3,440
+285
38
$1.14M 0.56%
4,442
+174
39
$1.12M 0.55%
61,589
+2,821
40
$1.1M 0.55%
6,353
-174
41
$738K 0.36%
10,574
+57
42
$704K 0.35%
8,252
+165
43
$592K 0.29%
7,866
-3,434
44
$587K 0.29%
5,515
-29,942
45
$564K 0.28%
13,380
-420
46
$520K 0.26%
4,893
+1,773
47
$508K 0.25%
16,398
+415
48
$438K 0.22%
1,950
+18
49
$428K 0.21%
+5,933
50
$418K 0.21%
6,518
1
2
3