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
$209M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.45M
3
+$1.27M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.27M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.15M

Top Sells

1
+$1.49M
2
+$1.37M
3
+$283K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$260K
5
TSLA icon
Tesla
TSLA
+$47.5K

Sector Composition

1 Financials 4.3%
2 Industrials 4.08%
3 Technology 3.14%
4 Healthcare 2.26%
5 Consumer Staples 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$391K 0.19%
3,522
-223
52
$375K 0.18%
12,500
53
$358K 0.17%
2,080
+200
54
$344K 0.16%
22,400
55
$268K 0.13%
1,720
56
$260K 0.12%
7,075
-80
57
$259K 0.12%
2,120
58
$241K 0.12%
1,559
59
$234K 0.11%
1,734
60
$230K 0.11%
1,850
61
$224K 0.11%
+2,965
62
$51K 0.02%
11,205
-500
63
– –
-12,369
64
– –
-18,939
65
– –
-6,108
1 2
3