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
$311M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$3.15M
3
+$2.61M
4
LIN icon
Linde
LIN
+$2.53M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.94M

Top Sells

1
+$4.33M
2
+$2.39M
3
+$1.28M
4
BND icon
Vanguard Total Bond Market
BND
+$461K
5
CEQP
Crestwood Equity Partners LP
CEQP
+$299K

Sector Composition

1 Industrials 5.47%
2 Technology 4.81%
3 Financials 4.68%
4 Materials 2.35%
5 Consumer Discretionary 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.53M 0.81%
+6,457
27
$2.48M 0.8%
9,682
+305
28
$2.45M 0.79%
10,704
-137
29
$2.31M 0.74%
11,890
-137
30
$2.3M 0.74%
21,018
-204
31
$2.29M 0.74%
8,826
+343
32
$2.29M 0.73%
9,736
+313
33
$2.28M 0.73%
16,064
+597
34
$2.05M 0.66%
9,255
-50
35
$2.02M 0.65%
21,342
-376
36
$1.87M 0.6%
19,700
-34
37
$1.58M 0.51%
27,548
-2,426
38
$1.55M 0.5%
20,456
-247
39
$1.5M 0.48%
13,634
-1,266
40
$1.44M 0.46%
30,930
+7,180
41
$1.32M 0.42%
18,782
-6,574
42
$1.22M 0.39%
8,561
+620
43
$933K 0.3%
10,695
+235
44
$927K 0.3%
5,023
-400
45
$776K 0.25%
10,517
46
$683K 0.22%
10,085
+3,000
47
$663K 0.21%
4,199
48
$650K 0.21%
1,016
+520
49
$601K 0.19%
4,559
+413
50
$533K 0.17%
2,400
+367
1
2
3 4