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
$102M
AUM Growth
+$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$2.25M
3
+$2.15M
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$1.93M
5
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$1.51M

Top Sells

1
+$2.97M
2
+$2.74M
3
+$1.86M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$419K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$409K

Sector Composition

1 Financials 7.68%
2 Industrials 3.69%
3 Healthcare 2.33%
4 Consumer Staples 1.96%
5 Energy 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$422K 0.41%
6,040
+1,731
52
$417K 0.41%
6,966
+1,736
53
$414K 0.4%
5,908
+822
54
$405K 0.4%
4,978
+428
55
$404K 0.39%
3,738
+766
56
$398K 0.39%
22,130
-4,480
57
$397K 0.39%
2,896
+1,043
58
$391K 0.38%
11,402
+3,736
59
$390K 0.38%
+2,039
60
$385K 0.38%
+1,822
61
$380K 0.37%
8,313
+2,406
62
$378K 0.37%
6,024
+2,200
63
$377K 0.37%
4,695
+1,654
64
$375K 0.37%
2,693
-1,744
65
$374K 0.37%
2,859
+882
66
$358K 0.35%
14,000
-100
67
$356K 0.35%
8,126
-2,052
68
$352K 0.34%
24,630
+2,911
69
$349K 0.34%
3,512
-1,359
70
$329K 0.32%
2,991
+121
71
$322K 0.31%
9,295
+3,292
72
$321K 0.31%
18,580
-2,388
73
$311K 0.3%
+2,247
74
$301K 0.29%
3,016
+437
75
$301K 0.29%
5,658
-1,294
1 2
3
4 5