LFS

Legacy Financial Strategies Portfolio holdings

AUM $554M
1-Year Est. Return 16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$554M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$3.42M
3
+$3.2M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$2.95M
5
ADM icon
Archer Daniels Midland
ADM
+$2.37M

Top Sells

1
+$4.66M
2
+$3.93M
3
+$2.58M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.53M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$743K

Sector Composition

1 Technology 7.58%
2 Financials 4.5%
3 Industrials 4.1%
4 Consumer Staples 1.89%
5 Consumer Discretionary 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.55M 0.28%
2,113
+122
52
$1.52M 0.28%
19,443
-221
53
$1.47M 0.27%
6,359
-12,664
54
$1.4M 0.25%
5,838
+55
55
$1.37M 0.25%
18,422
-15
56
$1.24M 0.22%
21,669
+151
57
$1.2M 0.22%
2,439
+547
58
$1.18M 0.21%
23,248
+4,315
59
$1.1M 0.2%
7,895
-2,215
60
$1.03M 0.19%
5,430
61
$1.03M 0.19%
41,230
+19,130
62
$1.02M 0.18%
5,146
+11
63
$974K 0.18%
4,516
+1
64
$958K 0.17%
36,410
+2,320
65
$843K 0.15%
7,329
+218
66
$818K 0.15%
2,897
+394
67
$782K 0.14%
6,518
68
$759K 0.14%
10,192
69
$714K 0.13%
2,930
+301
70
$675K 0.12%
2,416
71
$643K 0.12%
1,884
+102
72
$604K 0.11%
5,500
73
$595K 0.11%
1,790
+32
74
$594K 0.11%
6,267
+292
75
$576K 0.1%
755
-44
1 2
3
4 5