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
$112M
AUM Growth
+$9.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$9.99M
3
+$811K
4
RSPG icon
Invesco S&P 500 Equal Weight Energy ETF
RSPG
+$457K
5
AOS icon
A.O. Smith
AOS
+$413K

Top Sells

1
+$10.2M
2
+$4.28M
3
+$2.86M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$488K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$466K

Sector Composition

1 Financials 6.81%
2 Industrials 3.42%
3 Healthcare 2.4%
4 Consumer Staples 1.99%
5 Energy 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$458K 0.41%
6,598
-406
52
$458K 0.41%
19,500
53
$457K 0.41%
+7,323
54
$456K 0.41%
5,330
+635
55
$455K 0.41%
3,240
+344
56
$445K 0.4%
14,000
57
$443K 0.4%
6,563
+197
58
$439K 0.39%
3,228
+369
59
$430K 0.39%
4,054
-255
60
$425K 0.38%
5,441
-1,661
61
$413K 0.37%
+6,983
62
$410K 0.37%
2,957
+72
63
$410K 0.37%
5,179
-128,906
64
$402K 0.36%
2,156
+231
65
$388K 0.35%
3,197
+914
66
$382K 0.34%
11,916
+2,621
67
$374K 0.33%
20,312
+1,732
68
$343K 0.31%
7,024
+1,000
69
$342K 0.31%
6,368
+710
70
$339K 0.3%
3,327
-185
71
$327K 0.29%
7,735
-391
72
$322K 0.29%
3,016
73
$307K 0.27%
2,943
-48
74
$295K 0.26%
+2,546
75
$280K 0.25%
20,539
-149
1 2
3
4 5