LFS
Legacy Financial Strategies Portfolio holdings
AUM
$510M
This Quarter Return
+12.32%
1 Year Return
+14.29%
3 Year Return
+57.69%
5 Year Return
+92.6%
10 Year Return
–
AUM
$196M
AUM Growth
+$196M
(+13%)
Cap. Flow
+$2.68M
Cap. Flow
% of AUM
1.37%
Top 10 Holdings %
Top 10 Hldgs %
75.2%
Holding
65
New
4
Increased
34
Reduced
15
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$587K |
| 2 |
McCormick & Company Non-Voting
MKC
|
$578K |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$335K |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$297K |
| 5 |
Exact Sciences
EXAS
|
$245K |
Top Sells
| 1 |
Franklin Resources
BEN
|
$338K |
| 2 |
General Dynamics
GD
|
$250K |
| 3 |
Tesla
TSLA
|
$98.7K |
| 4 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$71.4K |
| 5 |
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% |
