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
$94M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$9.62M
2
+$9.44M
3
+$6.87M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.58M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.47M

Top Sells

No sells this quarter

Sector Composition

1 Financials 7.15%
2 Industrials 3.13%
3 Healthcare 2.17%
4 Consumer Staples 2.04%
5 Energy 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$376K 0.4%
+4,550
52
$375K 0.4%
+15,500
53
$375K 0.4%
+3,531
54
$368K 0.39%
+2,378
55
$366K 0.39%
+3,426
56
$366K 0.39%
+20,968
57
$365K 0.39%
+3,922
58
$364K 0.39%
+14,100
59
$361K 0.38%
+7,875
60
$358K 0.38%
+2,985
61
$354K 0.38%
+2,669
62
$354K 0.38%
+5,086
63
$345K 0.37%
+4,038
64
$329K 0.35%
+21,719
65
$328K 0.35%
+1,968
66
$327K 0.35%
+11,136
67
$319K 0.34%
+2,921
68
$317K 0.34%
+1,340
69
$312K 0.33%
+7,795
70
$312K 0.33%
+2,972
71
$309K 0.33%
+4,922
72
$307K 0.33%
+2,870
73
$300K 0.32%
+2,579
74
$300K 0.32%
+4,309
75
$298K 0.32%
+5,230
1 2
3
4