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
$270M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$9.49M
2
+$2.45M
3
+$1.89M
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$963K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$766K

Top Sells

1
+$2.26M
2
+$2.21M
3
+$264K
4
TMUS icon
T-Mobile US
TMUS
+$216K
5
AFL icon
Aflac
AFL
+$171K

Sector Composition

1 Industrials 5.01%
2 Financials 4.5%
3 Technology 4.11%
4 Consumer Discretionary 2.44%
5 Consumer Staples 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.16M 0.8%
33,529
-2,643
27
$2.14M 0.79%
4,850
+318
28
$2.1M 0.78%
36,614
+6,340
29
$2.1M 0.78%
25,212
+3,703
30
$2.1M 0.78%
27,180
+2,698
31
$2.06M 0.76%
5,963
+563
32
$2.04M 0.76%
18,091
+3,217
33
$1.98M 0.73%
19,567
+1,602
34
$1.96M 0.73%
5,218
+923
35
$1.94M 0.72%
8,639
+750
36
$1.93M 0.72%
26,140
-7
37
$1.89M 0.7%
+8,483
38
$1.87M 0.69%
17,339
+2,742
39
$1.73M 0.64%
43,455
+4,275
40
$1.7M 0.63%
5,889
+58
41
$1.53M 0.57%
20,703
42
$985K 0.37%
5,153
43
$915K 0.34%
10,031
-277
44
$809K 0.3%
10,517
45
$772K 0.29%
7,376
+2,182
46
$739K 0.27%
42,538
+3,596
47
$736K 0.27%
7,127
+208
48
$687K 0.25%
24,750
+310
49
$647K 0.24%
4,199
50
$528K 0.2%
9,330
-2,610
1
2
3 4