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
$464M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$2.71M
2 +$1.74M
3 +$1.34M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$960K
5
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$766K

Top Sells

1 +$497K
2 +$400K
3 +$373K
4
ANET icon
Arista Networks
ANET
+$338K
5
TGT icon
Target
TGT
+$241K

Sector Composition

1 Technology 6.11%
2 Financials 5.26%
3 Industrials 3.67%
4 Materials 2.05%
5 Consumer Discretionary 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-3,520