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
$242M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.04M
3
+$856K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$828K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$618K

Top Sells

1
+$1.21M
2
+$257K
3
+$176K
4
ORLY icon
O'Reilly Automotive
ORLY
+$60.8K
5
CEQP
Crestwood Equity Partners LP
CEQP
+$31.4K

Sector Composition

1 Industrials 5.24%
2 Financials 4.79%
3 Technology 3.9%
4 Materials 2.68%
5 Consumer Staples 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$430K 0.18%
2,435
-15
52
$417K 0.17%
6,518
53
$357K 0.15%
24,440
+1,120
54
$334K 0.14%
2,493
+368
55
$314K 0.13%
20,700
-1,400
56
$310K 0.13%
3,509
+817
57
$296K 0.12%
11,300
-1,200
58
$264K 0.11%
+1,515
59
$255K 0.11%
576
60
$247K 0.1%
674
+41
61
$242K 0.1%
1,966
+5
62
$238K 0.1%
+1,319
63
$237K 0.1%
+2,029
64
$235K 0.1%
+3,190
65
$231K 0.1%
1,566
66
$228K 0.09%
7,464
67
$217K 0.09%
+507
68
$216K 0.09%
+1,540
69
$205K 0.08%
+8,504
70
$201K 0.08%
+368
71
$51.1K 0.02%
11,205
1 2
3