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
$213M
AUM Growth
+$3.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$936K
2
+$798K
3
+$660K
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$337K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$288K

Top Sells

1
+$234K
2
+$230K
3
+$78.5K
4
KSU
Kansas City Southern
KSU
+$72.3K
5
JNJ icon
Johnson & Johnson
JNJ
+$31.2K

Sector Composition

1 Financials 4.3%
2 Industrials 3.95%
3 Technology 3.3%
4 Healthcare 2.3%
5 Materials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$363K 0.17%
2,245
-193
52
$355K 0.17%
12,500
53
$345K 0.16%
2,100
+20
54
$344K 0.16%
22,400
55
$292K 0.14%
3,995
+1,030
56
$283K 0.13%
2,120
57
$283K 0.13%
1,728
+8
58
$266K 0.13%
7,075
59
$226K 0.11%
1,559
60
$206K 0.1%
+9,920
61
$202K 0.1%
+765
62
$42K 0.02%
11,205
63
– –
-1,850
64
– –
-1,734
1 2
3