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
$464M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$1.74M
3
+$1.34M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$960K
5
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$766K

Top Sells

1
+$497K
2
+$400K
3
+$373K
4
ANET icon
Arista Networks
ANET
+$338K
5
TGT icon
Target
TGT
+$241K

Sector Composition

1 Technology 6.11%
2 Financials 5.26%
3 Industrials 3.67%
4 Materials 2.05%
5 Consumer Discretionary 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.06M 0.23%
18,355
+2,041
52
$947K 0.2%
5,421
+14
53
$937K 0.2%
10,410
+5,253
54
$924K 0.2%
18,215
+6,870
55
$921K 0.2%
39,015
-7,395
56
$858K 0.18%
4,400
+201
57
$851K 0.18%
3,545
+153
58
$773K 0.17%
30,185
-478
59
$772K 0.17%
1,102
-24
60
$754K 0.16%
10,227
+1
61
$753K 0.16%
8,500
62
$705K 0.15%
7,052
63
$700K 0.15%
2,859
+1,471
64
$656K 0.14%
6,518
65
$641K 0.14%
3,544
+1,414
66
$587K 0.13%
4,073
+245
67
$574K 0.12%
25,275
+331
68
$566K 0.12%
33,990
+10,704
69
$559K 0.12%
8,536
-469
70
$557K 0.12%
1,604
+340
71
$551K 0.12%
+7,329
72
$533K 0.11%
685
-80
73
$493K 0.11%
+6,009
74
$490K 0.11%
1,643
+11
75
$486K 0.1%
4,919
-56
1 2
3
4 5