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
$196M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$587K
2
+$335K
3
+$297K
4
EXAS icon
Exact Sciences
EXAS
+$245K
5
NKE icon
Nike
NKE
+$221K

Top Sells

1
+$338K
2
+$250K
3
+$98.7K
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$71.4K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$50.1K

Sector Composition

1 Industrials 3.79%
2 Technology 2.91%
3 Financials 2.75%
4 Consumer Discretionary 2.67%
5 Healthcare 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$410K 0.21%
6,518
52
$383K 0.2%
3,386
-149
53
$380K 0.19%
2,418
+56
54
$333K 0.17%
22,400
55
$306K 0.16%
1,880
56
$296K 0.15%
5,105
57
$290K 0.15%
4,100
+270
58
$245K 0.12%
+1,850
59
$243K 0.12%
1,750
+43
60
$239K 0.12%
1,612
-29
61
$237K 0.12%
12,500
62
$221K 0.11%
+1,559
63
$219K 0.11%
+1,720
64
$211K 0.11%
+7,155
65
$26K 0.01%
11,205
1 2
3