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LSL

Legacy Solutions LLC Portfolio holdings

AUM $124M
1-Year Est. Return 18.89%
This Fund
S&P 500
This Quarter Est. Return
+11.47%
1 Year Est. Return
+18.89%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$124M
AUM Growth
+$15.7M
Cap. Flow
+$4.62M
Cap. Flow %
3.74%
Top 10 Hldgs %
58.93%
Holding
88
New
11
Increased
38
Reduced
18
Closed
–

Top Buys

1
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.63M
2
QLTY icon
GMO US Quality ETF
QLTY
+$1.1M
3
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$599K
4
CGGR icon
Capital Group Growth ETF
CGGR
+$364K
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$352K

Top Sells

1
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3.33M
2
FSEP icon
FT Vest US Equity Buffer ETF September
FSEP
+$130K
3
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$94.5K
4
RTX icon
RTX Corp
RTX
+$36.5K
5
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$31.5K

Sector Composition

1 Technology 4.75%
2 Financials 2.19%
3 Utilities 1.31%
4 Industrials 0.92%
5 Communication Services 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVV icon
26
iShares Core S&P 500 ETF
IVV
$892B
$1.07M 0.87%
1,431
+351
+33% +$256K
QQQM icon
27
Invesco NASDAQ 100 ETF
QQQM
$98.1B
$988K 0.8%
3,261
– –
QQQ icon
28
Invesco QQQ Trust
QQQ
$475B
$921K 0.75%
1,251
-16
-1% -$11K
FAUG icon
29
FT Vest US Equity Buffer ETF August
FAUG
$1.18B
$908K 0.73%
16,073
– –
GOOGL icon
30
Alphabet (Google) Class A
GOOGL
$4.53T
$849K 0.69%
2,376
+170
+8% +$61.2K
BUFR icon
31
FT Vest Fund of Buffer ETFs
BUFR
$10.1B
$833K 0.67%
22,807
+9,814
+76% +$352K
GLDM icon
32
SPDR Gold MiniShares Trust
GLDM
$26.9B
$779K 0.63%
9,803
– –
CEG icon
33
Constellation Energy
CEG
$89.6B
$743K 0.6%
2,990
-1
-0% -$282
SHM icon
34
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.48B
$736K 0.6%
15,334
+280
+2% +$13.4K
MSFT icon
35
Microsoft
MSFT
$2.98T
$730K 0.59%
1,956
+147
+8% +$59.5K
MTUM icon
36
iShares MSCI USA Momentum Factor ETF
MTUM
$25.9B
$659K 0.53%
1,922
– –
SPY icon
37
State Street SPDR S&P 500 ETF Trust
SPY
$784B
$639K 0.52%
856
– –
MS icon
38
Morgan Stanley
MS
$344B
$573K 0.46%
2,743
+37
+1% +$7.33K
EXC icon
39
Exelon
EXC
$47.3B
$572K 0.46%
12,278
+4
+0% +$185
DSEP icon
40
FT Vest US Equity Deep Buffer ETF September
DSEP
$350M
$526K 0.43%
11,089
– –
C icon
41
Citigroup
C
$222B
$507K 0.41%
3,625
-48
-1% -$6.25K
GS icon
42
Goldman Sachs
GS
$324B
$500K 0.4%
495
+9
+2% +$8.78K
AMZN icon
43
Amazon
AMZN
$2.75T
$471K 0.38%
1,976
-17
-0.9% -$4.27K
FJUN icon
44
FT Vest US Equity Buffer ETF June
FJUN
$1.35B
$470K 0.38%
7,845
-1,598
-17% -$94.5K
FDEC icon
45
FT Vest US Equity Buffer ETF December
FDEC
$1.32B
$444K 0.36%
8,145
– –
QSPT icon
46
FT Vest Nasdaq-100 Buffer ETF September
QSPT
$622M
$443K 0.36%
12,724
– –
JCI icon
47
Johnson Controls International
JCI
$85.3B
$442K 0.36%
3,027
+7
+0.2% +$989
RTX icon
48
RTX Corp
RTX
$260B
$438K 0.35%
2,308
-199
-8% -$36.5K
FMAY icon
49
FT Vest US Equity Buffer ETF May
FMAY
$1.41B
$424K 0.34%
7,544
– –
WMT icon
50
Walmart Inc
WMT
$912B
$406K 0.33%
3,589
-33
-0.9% -$4.1K
1
2
3 4

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