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
$453M
AUM Growth
+$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$9.71M
3
+$4.29M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.39M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$699K

Top Sells

1
+$29.1M
2
+$10.9M
3
+$3.74M
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$1.6M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$589K

Sector Composition

1 Technology 6.06%
2 Financials 5.45%
3 Industrials 4.34%
4 Materials 2.36%
5 Healthcare 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$389K 0.09%
2,242
+899
77
$374K 0.08%
2,237
+1,060
78
$373K 0.08%
+3,790
79
$364K 0.08%
2,130
+792
80
$355K 0.08%
607
+26
81
$355K 0.08%
+1,264
82
$342K 0.08%
3,222
-357
83
$341K 0.08%
1,388
+180
84
$338K 0.07%
3,520
+208
85
$335K 0.07%
10,182
+9
86
$328K 0.07%
576
87
$310K 0.07%
+6,793
88
$306K 0.07%
6,588
+1,164
89
$298K 0.07%
735
+86
90
$296K 0.07%
3,855
+30
91
$295K 0.07%
18,391
92
$294K 0.06%
+5,368
93
$290K 0.06%
3,609
+359
94
$277K 0.06%
1,008
+219
95
$274K 0.06%
2,070
96
$268K 0.06%
1,533
-83
97
$266K 0.06%
+1,806
98
$256K 0.06%
+772
99
$251K 0.06%
14,000
100
$249K 0.05%
+2,585
1 2 3
4
5