LFS
Legacy Financial Strategies Portfolio holdings
AUM
$565M
1-Year Est. Return
15.47%
This Fund
S&P 500
1 Year Est. Return
+15.47%
AUM
$554M
AUM Growth
+$44.1M
(+8.6%)
Holding
140
Top Buys
| 1 | +$4.11M | |
| 2 | +$3.42M | |
| 3 | +$3.2M | |
| 4 |
VanEck Semiconductor ETF
SMH
|
+$2.95M |
| 5 |
Archer Daniels Midland
ADM
|
+$2.37M |
Top Sells
| 1 | +$4.66M | |
| 2 | +$3.93M | |
| 3 | +$2.58M | |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$1.53M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$743K |
Sector Composition
| 1 | Technology | 7.59% |
| 2 | Financials | 4.5% |
| 3 | Industrials | 4.1% |
| 4 | Consumer Staples | 1.89% |
| 5 | Consumer Discretionary | 1.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Kroger
KR
$45.5B
| $219K | 0.04% |
3,246
|
|
||
127
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$15.8B
| $219K | 0.04% |
+2,172
|
|
||
128
Vanguard Small-Cap ETF
VB
$68.5B
| $214K | 0.04% |
+842
|
|
||
129
McDonald's
MCD
$221B
| $210K | 0.04% |
690
-42
|
|
||
130
GE Aerospace
GE
$286B
| $206K | 0.04% |
+684
|
|
||
131
Vanguard High Dividend Yield ETF
VYM
$71B
| $202K | 0.04% |
+1,430
|
|
||
|
TWO
132
Two Harbors Investment
TWO
$1.18B
| $157K | 0.03% |
15,900
|
|
||
|
ARI
133
Apollo Commercial Real Estate
ARI
$1.47B
| $119K | 0.02% |
11,700
|
|
||
134
Aurora
AUR
$7.62B
| $56.8K | 0.01% |
10,538
-2
|
|
||
135
AMC Entertainment Holdings
AMC
$583M
| $29.7K | 0.01% |
10,226
|
|
||
136
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.7B
| – | – |
-3,754
|
|
||
137
Salesforce
CRM
$169B
| – | – |
-740
|
|
||
138
JPMorgan Income ETF
JPIE
$8.36B
| – | – |
-5,416
|
|
||
139
Merit Medical Systems
MMSI
$4.06B
| – | – |
-2,250
|
|
||
140
Schwab US Aggregate Bond ETF
SCHZ
$9.96B
| – | – |
-22,576
|
|