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
$416M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2.55M
3
+$2.36M
4
FAST icon
Fastenal
FAST
+$2.04M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.72M

Top Sells

1
+$2.85M
2
+$2.79M
3
+$2.69M
4
IBM icon
IBM
IBM
+$255K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$251K

Sector Composition

1 Technology 5.77%
2 Financials 5.25%
3 Industrials 4.1%
4 Materials 2.17%
5 Healthcare 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-2,596
102
– –
-10,413
103
– –
-1,337
104
– –
-23,419
1 2 3 4
5