LFS

Legacy Financial Strategies Portfolio holdings

AUM $565M
1-Year Est. Return 15.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.47%
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
+$14.5M
2
+$3.2M
3
+$2.67M
4
LIN icon
Linde
LIN
+$2.46M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.03M

Top Sells

1
+$4.59M
2
+$2.39M
3
+$1.26M
4
BND icon
Vanguard Total Bond Market
BND
+$469K
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
– –
-8,725
77
– –
-4,080
78
– –
-2,579
79
– –
-1,312
80
– –
-1,454
81
– –
-2,032
82
– –
-11,300
83
– –
-27,345
1 2 3
4