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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
+0.33%
1 Year Est. Return
+18.89%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$91.8M
AUM Growth
–
Cap. Flow
+$92.9M
Cap. Flow
% of AUM
101.26%
Top 10 Holdings %
Top 10 Hldgs %
64%
Holding
69
New
69
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$14.7M |
| 2 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$7.23M |
| 3 |
iShares Core S&P US Growth ETF
IUSG
|
+$6.91M |
| 4 |
iShares Core S&P US Value ETF
IUSV
|
+$6.71M |
| 5 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$6.33M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.78% |
| 2 | Financials | 3.07% |
| 3 | Utilities | 1.27% |
| 4 | Consumer Discretionary | 1.04% |
| 5 | Communication Services | 0.68% |
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