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
$98.3M
AUM Growth
-$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.11M
3
+$927K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$704K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$590K

Top Sells

1
+$1.41M
2
+$1.28M
3
+$904K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$845K
5
VUG icon
Vanguard Growth ETF
VUG
+$818K

Sector Composition

1 Financials 8.58%
2 Industrials 3.6%
3 Healthcare 2.73%
4 Consumer Staples 2.71%
5 Consumer Discretionary 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
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