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
$311M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$3.15M
3
+$2.61M
4
LIN icon
Linde
LIN
+$2.53M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.94M

Top Sells

1
+$4.33M
2
+$2.39M
3
+$1.28M
4
BND icon
Vanguard Total Bond Market
BND
+$461K
5
CEQP
Crestwood Equity Partners LP
CEQP
+$299K

Sector Composition

1 Industrials 5.47%
2 Technology 4.81%
3 Financials 4.68%
4 Materials 2.35%
5 Consumer Discretionary 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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-1,454
77
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-1,312
78
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-27,345
79
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-2,579
80
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-4,080
81
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-8,725
82
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-515
83
– –
-1,161
1 2 3
4