LSL

Legacy Solutions LLC Portfolio holdings

AUM $111M
1-Year Est. Return 14.39%
This Quarter Est. Return
1 Year Est. Return
+14.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$7.01M
3
+$6.89M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$6.46M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$6.1M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$701K 0.76%
+1,190
27
$700K 0.76%
+5,213
28
$686K 0.75%
+3,261
29
$617K 0.67%
+4,796
30
$573K 0.62%
+11,159
31
$573K 0.62%
+12,094
32
$466K 0.51%
+12,376
33
$450K 0.49%
+11,089
34
$449K 0.49%
+16,243
35
$445K 0.48%
+759
36
$426K 0.46%
+1,941
37
$407K 0.44%
+881
38
$398K 0.43%
+1,922
39
$377K 0.41%
+1,993
40
$374K 0.41%
+13,700
41
$361K 0.39%
+11,848
42
$361K 0.39%
+2,870
43
$356K 0.39%
+1,125
44
$324K 0.35%
+2,320
45
$317K 0.35%
+7,332
46
$311K 0.34%
+3,445
47
$308K 0.34%
+6,446
48
$302K 0.33%
+1,801
49
$299K 0.33%
+6,230
50
$289K 0.31%
+504
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