LFS
Legacy Financial Strategies Portfolio holdings
AUM
$510M
This Quarter Return
+8.44%
1 Year Return
+14.29%
3 Year Return
+57.69%
5 Year Return
+92.6%
10 Year Return
–
AUM
$388M
AUM Growth
+$388M
(+11%)
Cap. Flow
+$28.8M
Cap. Flow
% of AUM
7.43%
Top 10 Holdings %
Top 10 Hldgs %
69.42%
Holding
91
New
10
Increased
51
Reduced
21
Closed
1
Top Buys
| 1 |
iShares Expanded Tech Sector ETF
IGM
|
$17.7M |
| 2 |
Avantis US Small Cap Value ETF
AVUV
|
$2.68M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.34M |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
$1.09M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.04M |
Top Sells
| 1 |
Fidelity MSCI Health Care Index ETF
FHLC
|
$2.51M |
| 2 |
Cintas
CTAS
|
$462K |
| 3 |
Nike
NKE
|
$220K |
| 4 |
A.O. Smith
AOS
|
$172K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$135K |
Sector Composition
| 1 | Industrials | 5.34% |
| 2 | Technology | 4.91% |
| 3 | Financials | 4.55% |
| 4 | Materials | 2.28% |
| 5 | Consumer Discretionary | 2.18% |
