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
$94M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$9.62M
2
+$9.44M
3
+$6.87M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.58M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.47M

Top Sells

No sells this quarter

Sector Composition

1 Financials 7.15%
2 Industrials 3.13%
3 Healthcare 2.17%
4 Consumer Staples 2.04%
5 Energy 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$280K 0.3%
+5,907
77
$279K 0.3%
+7,666
78
$270K 0.29%
+6,932
79
$270K 0.29%
+1,977
80
$265K 0.28%
+3,644
81
$265K 0.28%
+4,363
82
$260K 0.28%
+6,003
83
$257K 0.27%
+17,385
84
$253K 0.27%
+1,903
85
$249K 0.26%
+1,853
86
$246K 0.26%
+3,041
87
$234K 0.25%
+3,824
88
$230K 0.24%
+4,342
89
$226K 0.24%
+3,160
90
$225K 0.24%
+2,839
91
$217K 0.23%
+3,662
92
$210K 0.22%
+4,615
93
$203K 0.22%
+1,656
94
$202K 0.21%
+630
95
$202K 0.21%
+4,000
96
$61K 0.06%
+14,315
1 2 3
4