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
$453M
AUM Growth
+$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$9.71M
3
+$4.29M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.39M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$699K

Top Sells

1
+$29.1M
2
+$10.9M
3
+$3.74M
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$1.6M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$589K

Sector Composition

1 Technology 6.06%
2 Financials 5.45%
3 Industrials 4.34%
4 Materials 2.36%
5 Healthcare 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$981K 0.22%
4,755
+12
52
$971K 0.21%
16,314
+1,515
53
$969K 0.21%
5,407
+3,442
54
$938K 0.21%
1,126
+35
55
$875K 0.19%
10,226
56
$832K 0.18%
4,199
57
$806K 0.18%
30,663
-911
58
$758K 0.17%
8,500
-1,055
59
$723K 0.16%
4,407
+1,658
60
$715K 0.16%
3,392
-409
61
$678K 0.15%
765
+50
62
$656K 0.14%
9,005
-3,730
63
$646K 0.14%
6,518
64
$630K 0.14%
7,052
+743
65
$620K 0.14%
3,828
+1,442
66
$593K 0.13%
+24,944
67
$577K 0.13%
11,345
+1,988
68
$531K 0.12%
4,975
-5,514
69
$443K 0.1%
1,632
+40
70
$421K 0.09%
2,101
71
$418K 0.09%
23,286
+13
72
$416K 0.09%
5,157
+1,701
73
$400K 0.09%
+2,795
74
$399K 0.09%
+4,111
75
$395K 0.09%
+2,278
1 2
3
4 5