LFS

Legacy Financial Strategies Portfolio holdings

AUM $565M
1-Year Est. Return 15.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.47%
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 +$3.29M
2 +$2.5M
3 +$2.39M
4
WMT icon
Walmart Inc
WMT
+$2.27M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$1.37M

Top Sells

1 +$2.41M
2 +$2.09M
3 +$690K
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$597K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$473K

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
-15,210
127
-2,602