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
$94M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$9.62M
2
+$9.44M
3
+$6.87M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.58M
5
VEA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.62M 10.23%
+70,065
2
$9.44M 10.04%
+115,751
3
$6.87M 7.31%
+89,452
4
$5.58M 5.93%
+28,138
5
$5.47M 5.82%
+121,985
6
$5.08M 5.4%
+152,547
7
$2.97M 3.16%
+151,667
8
$2.74M 2.91%
+58,053
9
$2.69M 2.86%
+47,325
10
$2.43M 2.59%
+87,194
11
$2.05M 2.18%
+45,562
12
$1.87M 1.99%
+16,892
13
$1.86M 1.98%
+16,014
14
$1.36M 1.45%
+25,223
15
$1.33M 1.42%
+24,703
16
$1.04M 1.1%
+6,294
17
$931K 0.99%
+22,004
18
$787K 0.84%
+89,088
19
$782K 0.83%
+9,355
20
$737K 0.78%
+5,238
21
$714K 0.76%
+4,856
22
$686K 0.73%
+10,723
23
$681K 0.72%
+47,670
24
$649K 0.69%
+6,358
25
$644K 0.68%
+10,054
1
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