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
$270M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$9.49M
2
+$2.45M
3
+$1.89M
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$963K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$766K

Top Sells

1
+$2.26M
2
+$2.21M
3
+$264K
4
TMUS icon
T-Mobile US
TMUS
+$216K
5
AFL icon
Aflac
AFL
+$171K

Sector Composition

1 Industrials 5.01%
2 Financials 4.5%
3 Technology 4.11%
4 Consumer Discretionary 2.44%
5 Consumer Staples 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$496K 0.18%
+7,085
52
$495K 0.18%
15,642
-205
53
$457K 0.17%
6,518
54
$419K 0.16%
2,021
+55
55
$381K 0.14%
2,459
+24
56
$368K 0.14%
3,547
+38
57
$329K 0.12%
2,526
+33
58
$317K 0.12%
20,700
59
$282K 0.1%
11,300
60
$278K 0.1%
3,676
+486
61
$264K 0.1%
576
62
$263K 0.1%
386
+18
63
$258K 0.1%
1,566
64
$249K 0.09%
2,029
65
$241K 0.09%
1,321
+2
66
$235K 0.09%
7,535
+71
67
$232K 0.09%
674
68
$218K 0.08%
+765
69
$214K 0.08%
519
+12
70
$210K 0.08%
8,559
+55
71
$71.3K 0.03%
11,205
72
$63.1K 0.02%
+1,259
73
– –
-8,911
74
– –
-1,515
75
– –
-6,941
1 2
3
4