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
$299M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.92M
3
+$1.54M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.19M
5
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$647K

Top Sells

1
+$2.63M
2
+$1.73M
3
+$290K
4
SYK icon
Stryker
SYK
+$218K
5
BND icon
Vanguard Total Bond Market
BND
+$57K

Sector Composition

1 Industrials 5.97%
2 Financials 4.77%
3 Technology 4.54%
4 Consumer Discretionary 2.65%
5 Healthcare 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$532K 0.18%
2,033
+12
52
$496K 0.17%
4,146
+599
53
$496K 0.17%
6,518
54
$488K 0.16%
15,642
55
$480K 0.16%
2,902
+443
56
$477K 0.16%
4,589
-2,787
57
$460K 0.15%
3,165
+639
58
$359K 0.12%
496
+110
59
$306K 0.1%
20,700
60
$299K 0.1%
11,300
61
$297K 0.1%
633
-41
62
$288K 0.1%
3,835
+159
63
$280K 0.09%
+2,013
64
$276K 0.09%
576
65
$273K 0.09%
1,566
66
$257K 0.09%
2,579
-26,352
67
$243K 0.08%
1,312
-9
68
$233K 0.08%
7,535
69
$228K 0.08%
+3,300
70
$227K 0.08%
+2,070
71
$224K 0.07%
2,029
72
$221K 0.07%
+1,454
73
$218K 0.07%
+8,725
74
$209K 0.07%
515
-4
75
$205K 0.07%
+2,032
1 2
3
4