LFS

Legacy Financial Strategies Portfolio holdings

AUM $554M
1-Year Est. Return 16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$554M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$3.42M
3
+$3.2M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$2.95M
5
ADM icon
Archer Daniels Midland
ADM
+$2.37M

Top Sells

1
+$4.66M
2
+$3.93M
3
+$2.58M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.53M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$743K

Sector Composition

1 Technology 7.58%
2 Financials 4.5%
3 Industrials 4.1%
4 Consumer Staples 1.89%
5 Consumer Discretionary 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.62M 0.65%
7,618
+73
27
$3.58M 0.65%
22,616
+65
28
$3.57M 0.65%
7,340
+16
29
$3.49M 0.63%
26,051
+934
30
$3.4M 0.61%
45,104
-649
31
$3.37M 0.61%
35,984
+2,174
32
$3.32M 0.6%
67,698
-658
33
$3.13M 0.56%
42,584
+1,187
34
$3.11M 0.56%
6,243
+97
35
$3.07M 0.56%
20,640
36
$2.93M 0.53%
13,325
+1,153
37
$2.88M 0.52%
23,478
+846
38
$2.85M 0.51%
12,560
+96
39
$2.62M 0.47%
39,155
-819
40
$2.42M 0.44%
+40,453
41
$2.39M 0.43%
98,458
+20,644
42
$2.37M 0.43%
2,482
+71
43
$2.28M 0.41%
12,486
+1,660
44
$2.07M 0.37%
20,745
45
$1.88M 0.34%
5,703
+1,391
46
$1.88M 0.34%
7,738
+450
47
$1.81M 0.33%
4,060
+184
48
$1.77M 0.32%
5,623
+207
49
$1.6M 0.29%
3,354
-74
50
$1.6M 0.29%
5,577
+64
1
2
3 4 5