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
$102M
AUM Growth
+$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$2.25M
3
+$2.15M
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$1.93M
5
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$1.51M

Top Sells

1
+$2.97M
2
+$2.74M
3
+$1.86M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$419K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$409K

Sector Composition

1 Financials 7.68%
2 Industrials 3.69%
3 Healthcare 2.33%
4 Consumer Staples 1.96%
5 Energy 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-3,160
102
– –
-630
103
– –
-7,875
104
– –
-3,426
105
– –
-1,903
106
– –
-16,014
107
– –
-4,000
1 2 3 4
5