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
$453M
AUM Growth
+$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$9.71M
3
+$4.29M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.39M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$699K

Top Sells

1
+$29.1M
2
+$10.9M
3
+$3.74M
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$1.6M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$589K

Sector Composition

1 Technology 6.06%
2 Financials 5.45%
3 Industrials 4.34%
4 Materials 2.36%
5 Healthcare 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.59M 0.79%
12,973
+11
27
$3.55M 0.78%
7,438
28
$3.52M 0.78%
39,237
+34
29
$3.3M 0.73%
23,819
+100
30
$3.29M 0.73%
5,907
-1
31
$3.12M 0.69%
32,477
+805
32
$3.05M 0.67%
37,061
-141
33
$2.98M 0.66%
21,859
-6
34
$2.9M 0.64%
9,727
-101
35
$2.88M 0.63%
25,220
-102
36
$2.68M 0.59%
10,192
-297
37
$2.64M 0.58%
16,968
-735
38
$2.48M 0.55%
22,745
-1,260
39
$2.25M 0.5%
62,984
-2,048
40
$2.01M 0.44%
10,806
+1,426
41
$1.98M 0.44%
20,746
42
$1.91M 0.42%
77,658
-22,041
43
$1.88M 0.42%
12,225
-70,754
44
$1.3M 0.29%
22,417
+12,086
45
$1.22M 0.27%
16,192
-51
46
$1.13M 0.25%
4,304
+774
47
$1.11M 0.24%
46,410
+5,265
48
$1.09M 0.24%
1,895
+375
49
$1.01M 0.22%
6,063
+82
50
$991K 0.22%
4,794
-4
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2
3 4 5