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
$351M
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$928K
3
+$847K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$697K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$676K

Top Sells

1
+$198K
2
+$166K
3
+$126K
4
JNJ icon
Johnson & Johnson
JNJ
+$60.9K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$39K

Sector Composition

1 Industrials 5.67%
2 Technology 4.58%
3 Financials 4.45%
4 Materials 2.36%
5 Consumer Discretionary 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$212K 0.06%
13,075
-12,803
77
$206K 0.06%
+515
78
$205K 0.06%
+592
79
$202K 0.06%
+474
80
$137K 0.04%
11,700
81
$71.2K 0.02%
11,205
1 2 3
4