LFS
Legacy Financial Strategies Portfolio holdings
AUM
$510M
This Quarter Return
-21.09%
1 Year Return
+14.29%
3 Year Return
+57.69%
5 Year Return
+92.6%
10 Year Return
–
AUM
$105M
AUM Growth
+$105M
(-15%)
Cap. Flow
+$7.25M
Cap. Flow
% of AUM
6.89%
Top 10 Holdings %
Top 10 Hldgs %
75.16%
Holding
67
New
1
Increased
30
Reduced
18
Closed
12
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$4.51M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$2.22M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.47M |
| 4 |
iShares Core S&P US Value ETF
IUSV
|
$972K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$767K |
Top Sells
| 1 |
Target
TGT
|
$1.07M |
| 2 |
iShares Morningstar Growth ETF
ILCG
|
$609K |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$556K |
| 4 |
iShares Morningstar Mid-Cap Growth ETF
IMCG
|
$482K |
| 5 |
iShares Expanded Tech-Software Sector ETF
IGV
|
$464K |
Sector Composition
| 1 | Industrials | 4.3% |
| 2 | Financials | 3.86% |
| 3 | Consumer Staples | 3.22% |
| 4 | Technology | 3.07% |
| 5 | Materials | 2.89% |
