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
$215M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$8.45M
2
+$6.99M
3
+$1.79M
4
EXPD icon
Expeditors International
EXPD
+$1.66M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.08M

Top Sells

1
+$3.14M
2
+$1.71M
3
+$428K
4
SPHB icon
Invesco S&P 500 High Beta ETF
SPHB
+$355K
5
ASML icon
ASML
ASML
+$261K

Sector Composition

1 Industrials 4.63%
2 Financials 4.6%
3 Technology 3.86%
4 Materials 2.31%
5 Consumer Staples 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.67M 0.77%
36,632
+2,539
27
$1.66M 0.77%
+18,794
28
$1.64M 0.76%
12,220
-1,631
29
$1.61M 0.75%
16,690
+1,756
30
$1.61M 0.75%
8,921
+1,179
31
$1.52M 0.71%
4,237
+466
32
$1.51M 0.7%
4,931
+487
33
$1.49M 0.69%
14,218
+3,392
34
$1.49M 0.69%
20,869
+2,580
35
$1.47M 0.69%
7,192
+876
36
$1.4M 0.65%
28,855
+3,644
37
$1.33M 0.62%
4,040
+600
38
$1.3M 0.6%
20,703
39
$1.15M 0.53%
4,919
+477
40
$877K 0.41%
5,253
-1,100
41
$856K 0.4%
54,951
-6,638
42
$749K 0.35%
9,373
+1,121
43
$709K 0.33%
6,274
+1,381
44
$702K 0.33%
10,517
-57
45
$665K 0.31%
6,483
+968
46
$611K 0.28%
13,020
-360
47
$568K 0.26%
+4,199
48
$520K 0.24%
1,961
+11
49
$517K 0.24%
16,535
+137
50
$493K 0.23%
6,917
-949
1
2
3