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
$112M
AUM Growth
+$9.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$9.99M
3
+$811K
4
RSPG icon
Invesco S&P 500 Equal Weight Energy ETF
RSPG
+$457K
5
AOS icon
A.O. Smith
AOS
+$413K

Top Sells

1
+$10.2M
2
+$4.28M
3
+$2.86M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$488K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$466K

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 Change
in Stake 		Capital Flow
101
– –
-6,492
102
– –
-53,416
103
– –
-2,748
1 2 3 4
5