LFS
Legacy Financial Strategies Portfolio holdings
AUM
$554M
1-Year Est. Return
14.36%
1 Year Est. Return
+14.36%
AUM
$510M
AUM Growth
+$51M
(+11%)
Holding
131
Top Buys
| 1 | +$3.72M | |
| 2 | +$2.63M | |
| 3 | +$2.51M | |
| 4 |
Factset
FDS
|
+$2.47M |
| 5 |
State Street Consumer Staples Select Sector SPDR ETF
XLP
|
+$1.59M |
Top Sells
| 1 | +$2.19M | |
| 2 | +$1.86M | |
| 3 | +$1.73M | |
| 4 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$705K |
| 5 |
Avantis US Large Cap Value ETF
AVLV
|
+$461K |
Sector Composition
| 1 | Technology | 7.26% |
| 2 | Financials | 5.03% |
| 3 | Industrials | 4.21% |
| 4 | Healthcare | 1.65% |
| 5 | Consumer Staples | 1.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Aurora
AUR
$8.17B
| $55.2K | 0.01% |
+10,540
|
|
||
127
AMC Entertainment Holdings
AMC
$872M
| $31.7K | 0.01% |
10,226
|
|
||
128
UnitedHealth
UNH
$295B
| – | – |
-552
|
|
||
129
Exxon Mobil
XOM
$498B
| – | – |
-1,918
|
|
||
130
Arista Networks
ANET
$165B
| – | – |
-3,441
|
|
||
131
Cadence Design Systems
CDNS
$86.4B
| – | – |
-847
|
|