LFS
Legacy Financial Strategies Portfolio holdings
AUM $459M
AUM
$459M
AUM Growth
-$5.73M (-1%)
Cap. Flow
+$12.2M
Cap. Flow % of AUM
2.67%
Top 10 Holdings %Top 10 Hldgs %
67.16%
Holding
127
New
8
Increased
55
Reduced
44
Closed
8
Top Buys
| 1 | $3.01M | |
| 2 | $2.49M | |
| 3 | $2.37M | |
| 4 | $2.13M | |
| 5 | $1.31M |
Top Sells
| 1 | $2.23M | |
| 2 | $768K | |
| 3 | $554K | |
| 4 | $474K | |
| 5 | $347K |
Sector Composition
| 1 | Technology | 5.92% |
| 2 | Financials | 5.4% |
| 3 | Industrials | 3.84% |
| 4 | Materials | 2.21% |
| 5 | Healthcare | 1.95% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -15,210 | Closed | – | |||
| $0 | 0% | 0 -2,602 | Closed | – |
