LFS

Legacy Financial Strategies Portfolio holdings

AUM $554M
1-Year Est. Return 16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$554M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$3.42M
3
+$3.2M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$2.95M
5
ADM icon
Archer Daniels Midland
ADM
+$2.37M

Top Sells

1
+$4.66M
2
+$3.93M
3
+$2.58M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.53M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$743K

Sector Composition

1 Technology 7.58%
2 Financials 4.5%
3 Industrials 4.1%
4 Consumer Staples 1.89%
5 Consumer Discretionary 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$559K 0.1%
8,353
-117
77
$547K 0.1%
2,006
-196
78
$532K 0.1%
2,868
+148
79
$508K 0.09%
30,547
80
$491K 0.09%
2,410
+193
81
$486K 0.09%
7,672
+114
82
$467K 0.08%
3,900
83
$461K 0.08%
4,475
-283
84
$455K 0.08%
4,576
-317
85
$440K 0.08%
4,079
+92
86
$420K 0.08%
1,037
+75
87
$417K 0.08%
2,579
+149
88
$407K 0.07%
4,111
89
$385K 0.07%
+1,369
90
$385K 0.07%
13,635
+3,328
91
$375K 0.07%
1,055
+55
92
$374K 0.07%
6,505
+1,310
93
$373K 0.07%
3,110
+590
94
$354K 0.06%
+1,007
95
$350K 0.06%
20,391
-1,164
96
$349K 0.06%
6,098
+4
97
$343K 0.06%
576
98
$324K 0.06%
350
+84
99
$316K 0.06%
2,242
-194
100
$314K 0.06%
2,945
+7
2 3
4
5 6