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
$459M
AUM Growth
-$5.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$3.01M
2 +$2.49M
3 +$2.37M
4
WMT icon
Walmart
WMT
+$2.13M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$1.31M

Top Sells

1 +$2.23M
2 +$2.09M
3 +$768K
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$554K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$474K

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 Change
in Stake
Capital Flow
126
-2,533
127
-42,931