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
$464M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$1.74M
3
+$1.34M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$960K
5
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$766K

Top Sells

1
+$497K
2
+$400K
3
+$373K
4
ANET icon
Arista Networks
ANET
+$338K
5
TGT icon
Target
TGT
+$241K

Sector Composition

1 Technology 6.11%
2 Financials 5.26%
3 Industrials 3.67%
4 Materials 2.05%
5 Consumer Discretionary 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$455K 0.1%
2,258
+16
77
$434K 0.09%
2,279
+42
78
$432K 0.09%
1,950
-151
79
$402K 0.09%
20,391
+2,000
80
$395K 0.09%
2,378
+100
81
$385K 0.08%
6,891
+98
82
$379K 0.08%
1,635
+267
83
$379K 0.08%
4,111
84
$327K 0.07%
576
85
$323K 0.07%
2,675
-1,732
86
$316K 0.07%
6,920
+332
87
$313K 0.07%
3,976
+367
88
$313K 0.07%
994
-14
89
$311K 0.07%
3,930
+75
90
$309K 0.07%
2,929
-293
91
$296K 0.06%
587
-20
92
$293K 0.06%
755
+20
93
$293K 0.06%
5,368
94
$282K 0.06%
8,539
-1,643
95
$274K 0.06%
1,869
+63
96
$272K 0.06%
+3,412
97
$267K 0.06%
2,070
98
$262K 0.06%
789
+17
99
$260K 0.06%
1,539
+6
100
$253K 0.05%
2,533
+259
2 3
4
5 6