LFS

Legacy Financial Strategies Portfolio holdings

AUM $554M
1-Year Est. Return 16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$554M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$3.42M
3
+$3.2M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$2.95M
5
ADM icon
Archer Daniels Midland
ADM
+$2.37M

Top Sells

1
+$4.66M
2
+$3.93M
3
+$2.58M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.53M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$743K

Sector Composition

1 Technology 7.58%
2 Financials 4.5%
3 Industrials 4.1%
4 Consumer Staples 1.89%
5 Consumer Discretionary 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$313K 0.06%
550
+67
102
$313K 0.06%
1,677
+5
103
$306K 0.06%
1,970
+186
104
$306K 0.06%
1,990
-203
105
$302K 0.05%
5,260
-10,796
106
$300K 0.05%
3,216
107
$296K 0.05%
3,893
108
$294K 0.05%
786
+45
109
$289K 0.05%
2,070
110
$285K 0.05%
2,776
+89
111
$279K 0.05%
+4,297
112
$279K 0.05%
575
+36
113
$272K 0.05%
+1,864
114
$267K 0.05%
584
+42
115
$265K 0.05%
469
116
$264K 0.05%
2,188
+31
117
$263K 0.05%
1,619
-30
118
$261K 0.05%
14,000
119
$256K 0.05%
+5,090
120
$252K 0.05%
3,792
+404
121
$247K 0.04%
+2,615
122
$234K 0.04%
242
-934
123
$231K 0.04%
6,444
124
$230K 0.04%
1,116
125
$224K 0.04%
+1,989
2 3 4
5
6