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
$270M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$9.49M
2
+$2.45M
3
+$1.89M
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$963K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$766K

Top Sells

1
+$2.26M
2
+$2.21M
3
+$264K
4
TMUS icon
T-Mobile US
TMUS
+$216K
5
AFL icon
Aflac
AFL
+$171K

Sector Composition

1 Industrials 5.01%
2 Financials 4.5%
3 Technology 4.11%
4 Consumer Discretionary 2.44%
5 Consumer Staples 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,540
1 2 3
4