LFS
Legacy Financial Strategies Portfolio holdings
AUM
$510M
This Quarter Return
+1.86%
1 Year Return
+14.29%
3 Year Return
+57.69%
5 Year Return
+92.6%
10 Year Return
–
AUM
$112M
AUM Growth
+$112M
(+9.1%)
Cap. Flow
+$8.75M
Cap. Flow
% of AUM
7.84%
Top 10 Holdings %
Top 10 Hldgs %
66.1%
Holding
103
New
12
Increased
51
Reduced
25
Closed
12
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 6.81% |
| 2 | Industrials | 3.42% |
| 3 | Healthcare | 2.4% |
| 4 | Consumer Staples | 1.99% |
| 5 | Energy | 1.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Vanguard Industrials ETF
VIS
$6.14B
| – | – |
-2,693
| Closed | -$375K |
|
102
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
| – | – |
-6,054
| Closed | -$284K |
|
103
Health Care Select Sector SPDR Fund
XLV
$33.9B
| – | – |
-4,978
| Closed | -$405K |
|