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
$388M
AUM Growth
+$37.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$1.34M
3
+$1.09M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.04M
5
NEE icon
NextEra Energy
NEE
+$919K

Top Sells

1
+$2.51M
2
+$786K
3
+$462K
4
NKE icon
Nike
NKE
+$220K
5
AOS icon
A.O. Smith
AOS
+$172K

Sector Composition

1 Industrials 5.34%
2 Technology 4.91%
3 Financials 4.55%
4 Materials 2.28%
5 Consumer Discretionary 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.03M 0.78%
5,394
-41
27
$2.96M 0.76%
11,849
+235
28
$2.85M 0.73%
23,419
-154
29
$2.81M 0.72%
6,606
-23
30
$2.8M 0.72%
15,829
+2,514
31
$2.79M 0.72%
10,413
-277
32
$2.69M 0.69%
9,550
+87
33
$2.68M 0.69%
+28,616
34
$2.68M 0.69%
41,861
+14,383
35
$2.66M 0.69%
21,831
+2,412
36
$2.59M 0.67%
9,434
+152
37
$2.57M 0.66%
22,598
+1,187
38
$2.54M 0.65%
21,357
+334
39
$2.52M 0.65%
103,212
-1,455
40
$2.18M 0.56%
9,000
+189
41
$1.88M 0.48%
20,746
+290
42
$1.65M 0.43%
9,170
+561
43
$1.19M 0.31%
16,426
+1
44
$1.1M 0.28%
10,893
+198
45
$1.03M 0.27%
5,038
+15
46
$1.01M 0.26%
1,036
+20
47
$922K 0.24%
10,505
48
$902K 0.23%
10,226
49
$888K 0.23%
12,728
-35,996
50
$840K 0.22%
32,708
-2,357
1
2
3 4