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
$459M
AUM Growth
-$5.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$2.49M
3
+$2.37M
4
WMT icon
Walmart
WMT
+$2.13M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$1.31M

Top Sells

1
+$2.23M
2
+$2.09M
3
+$768K
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$554K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$474K

Sector Composition

1 Technology 5.92%
2 Financials 5.4%
3 Industrials 3.84%
4 Materials 2.21%
5 Healthcare 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$996K 0.22%
6,439
+132
52
$975K 0.21%
3,762
-466
53
$941K 0.21%
5,430
+9
54
$891K 0.19%
17,565
-650
55
$876K 0.19%
4,515
+115
56
$848K 0.19%
3,459
-86
57
$787K 0.17%
9,329
+2,000
58
$783K 0.17%
33,165
-5,850
59
$776K 0.17%
1,171
+69
60
$718K 0.16%
10,226
-1
61
$671K 0.15%
26,587
-3,598
62
$633K 0.14%
7,116
+64
63
$628K 0.14%
6,518
64
$602K 0.13%
728
+43
65
$581K 0.13%
8,501
-35
66
$571K 0.12%
1,619
+15
67
$551K 0.12%
5,994
-15
68
$538K 0.12%
32,288
-1,702
69
$518K 0.11%
22,347
-2,928
70
$515K 0.11%
5,041
+122
71
$462K 0.1%
2,787
-1,286
72
$430K 0.09%
5,500
-3,000
73
$424K 0.09%
1,576
-67
74
$411K 0.09%
6,878
-13
75
$409K 0.09%
2,615
+336
1 2
3
4 5