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
$459M
AUM Growth
-$5.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$2.49M
3
+$2.37M
4
WMT icon
Walmart
WMT
+$2.13M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$1.31M

Top Sells

1
+$2.23M
2
+$2.09M
3
+$768K
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$554K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$474K

Sector Composition

1 Technology 5.92%
2 Financials 5.4%
3 Industrials 3.84%
4 Materials 2.21%
5 Healthcare 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$385K 0.08%
2,320
+62
77
$385K 0.08%
1,950
78
$381K 0.08%
3,990
+60
79
$379K 0.08%
20,391
80
$362K 0.08%
4,111
81
$356K 0.08%
2,088
-1,456
82
$337K 0.07%
2,013
+378
83
$332K 0.07%
1,949
-429
84
$331K 0.07%
1,566
-1,293
85
$311K 0.07%
3,942
-34
86
$310K 0.07%
2,932
+3
87
$307K 0.07%
576
88
$306K 0.07%
6,638
-282
89
$299K 0.07%
5,841
+473
90
$294K 0.06%
14,000
91
$291K 0.06%
830
-164
92
$289K 0.06%
1,675
+136
93
$289K 0.06%
552
-35
94
$288K 0.06%
785
+30
95
$283K 0.06%
5,465
+1,665
96
$281K 0.06%
+975
97
$267K 0.06%
+3,441
98
$264K 0.06%
3,831
99
$264K 0.06%
481
+10
100
$261K 0.06%
2,070
2 3
4
5 6