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
$453M
AUM Growth
+$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$9.71M
3
+$4.29M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.39M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$699K

Top Sells

1
+$29.1M
2
+$10.9M
3
+$3.74M
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$1.6M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$589K

Sector Composition

1 Technology 6.06%
2 Financials 5.45%
3 Industrials 4.34%
4 Materials 2.36%
5 Healthcare 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$247K 0.05%
1,092
-2
102
$239K 0.05%
+2,274
103
$237K 0.05%
+1,750
104
$236K 0.05%
+1,368
105
$235K 0.05%
380
+5
106
$230K 0.05%
+1,039
107
$227K 0.05%
459
-75
108
$226K 0.05%
542
-35
109
$224K 0.05%
+1,135
110
$219K 0.05%
807
-8
111
$212K 0.05%
12,546
-4,899
112
$210K 0.05%
+2,371
113
$165K 0.04%
11,900
-1,000
114
$108K 0.02%
11,700
115
$46.4K 0.01%
10,924
116
– –
-2,866
1 2 3 4
5