LFS
Legacy Financial Strategies Portfolio holdings
AUM
$510M
This Quarter Return
+4.14%
1 Year Return
+14.29%
3 Year Return
+57.69%
5 Year Return
+92.6%
10 Year Return
–
AUM
$94M
AUM Growth
–
Cap. Flow
+$94M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
56.25%
Holding
96
New
96
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$9.62M |
| 2 |
Vanguard Total Bond Market
BND
|
$9.44M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$6.87M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$5.58M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$5.47M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 7.15% |
| 2 | Industrials | 3.13% |
| 3 | Healthcare | 2.17% |
| 4 | Consumer Staples | 2.04% |
| 5 | Energy | 1.7% |
