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
$299M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.92M
3
+$1.54M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.19M
5
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$647K

Top Sells

1
+$2.63M
2
+$1.73M
3
+$290K
4
SYK icon
Stryker
SYK
+$218K
5
BND icon
Vanguard Total Bond Market
BND
+$57K

Sector Composition

1 Industrials 5.97%
2 Financials 4.77%
3 Technology 4.54%
4 Consumer Discretionary 2.65%
5 Healthcare 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$201K 0.07%
+4,080
77
$132K 0.04%
+11,670
78
$78.5K 0.03%
11,205
79
$51.1K 0.02%
1,161
-98
80
– –
-765
81
– –
-43,455
1 2 3
4