LIS
Legacy Investment Solutions Portfolio holdings
AUM
$189M
This Quarter Return
+286.82%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$189M
AUM Growth
–
Cap. Flow
+$189M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
59.42%
Holding
741
New
740
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
BioSig Technologies, Inc. Common Stock
BSGM
|
+$48.8M |
| 2 |
NeoVolta
NEOV
|
+$15.1M |
| 3 |
ProShares Bitcoin Strategy ETF
BITO
|
+$11M |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$7.69M |
| 5 |
First Trust Smith Unconstrained Bond ETF
UCON
|
+$6.89M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 26.09% |
| 2 | Industrials | 8.58% |
| 3 | Technology | 4.34% |
| 4 | Financials | 2.44% |
| 5 | Energy | 0.87% |
