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
$459M
AUM Growth
-$5.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$2.49M
3
+$2.37M
4
WMT icon
Walmart
WMT
+$2.13M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$1.31M

Top Sells

1
+$2.23M
2
+$2.09M
3
+$768K
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$554K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$474K

Sector Composition

1 Technology 5.92%
2 Financials 5.4%
3 Industrials 3.84%
4 Materials 2.21%
5 Healthcare 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.45M 0.75%
7,418
+87
27
$3.26M 0.71%
8,692
-186
28
$3.24M 0.71%
21,936
+68
29
$3.14M 0.69%
38,195
+244
30
$3.13M 0.68%
13,417
+124
31
$3.11M 0.68%
43,886
-2,505
32
$3.04M 0.66%
34,636
+24,226
33
$2.93M 0.64%
9,948
+66
34
$2.61M 0.57%
39,896
+1,048
35
$2.54M 0.55%
65,578
+5,538
36
$2.49M 0.54%
+20,722
37
$2.37M 0.52%
12,481
+1,082
38
$2.36M 0.51%
11,676
+2,384
39
$2.08M 0.45%
23,857
-6,352
40
$2.02M 0.44%
22,004
-215
41
$1.94M 0.42%
33,914
+15,559
42
$1.91M 0.42%
20,745
43
$1.84M 0.4%
76,704
+2,080
44
$1.55M 0.34%
10,586
-984
45
$1.37M 0.3%
5,131
+4
46
$1.35M 0.3%
18,427
-637
47
$1.28M 0.28%
3,893
-6,760
48
$1.18M 0.26%
21,628
-583
49
$1.15M 0.25%
2,003
+23
50
$1.02M 0.22%
4,806
-3
1
2
3 4 5