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
$299M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.92M
3
+$1.54M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.19M
5
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$647K

Top Sells

1
+$2.63M
2
+$1.73M
3
+$290K
4
SYK icon
Stryker
SYK
+$218K
5
BND icon
Vanguard Total Bond Market
BND
+$57K

Sector Composition

1 Industrials 5.97%
2 Financials 4.77%
3 Technology 4.54%
4 Consumer Discretionary 2.65%
5 Healthcare 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.49M 0.83%
9,377
+738
27
$2.48M 0.83%
11,283
+969
28
$2.47M 0.83%
21,222
+1,713
29
$2.39M 0.8%
27,345
+2,133
30
$2.37M 0.79%
21,718
+2,151
31
$2.32M 0.78%
+9,423
32
$2.31M 0.77%
9,305
+822
33
$2.25M 0.75%
21,035
+3,696
34
$2.23M 0.75%
6,544
+655
35
$2.22M 0.74%
29,974
+2,794
36
$2.21M 0.74%
19,734
+1,643
37
$2.08M 0.7%
15,467
+1,497
38
$1.97M 0.66%
14,900
+1,082
39
$1.84M 0.62%
25,356
-784
40
$1.62M 0.54%
20,703
41
$1.13M 0.38%
5,423
+270
42
$1.04M 0.35%
7,941
+814
43
$1M 0.34%
23,750
-1,000
44
$986K 0.33%
10,460
+429
45
$849K 0.28%
10,517
46
$734K 0.25%
42,997
+459
47
$682K 0.23%
4,199
48
$582K 0.19%
23,900
+15,341
49
$542K 0.18%
8,505
-825
50
$541K 0.18%
7,085
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