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
$90.8M
AUM Growth
-$989K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$267K
2
+$243K
3
+$226K
4
AEP icon
American Electric Power
AEP
+$215K
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$208K

Top Sells

1
+$254K
2
+$207K
3
+$28.9K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$18.5K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$15.5K

Sector Composition

1 Technology 3.24%
2 Financials 3.08%
3 Utilities 1.56%
4 Healthcare 0.74%
5 Consumer Discretionary 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$631K 0.7%
3,130
-6
27
$629K 0.69%
3,261
28
$569K 0.63%
11,949
-145
29
$567K 0.63%
12,314
-62
30
$561K 0.62%
5,180
-33
31
$549K 0.6%
11,006
-153
32
$531K 0.58%
3,172
+40
33
$462K 0.51%
826
+67
34
$440K 0.48%
11,089
35
$431K 0.47%
16,243
36
$397K 0.44%
1,133
+8
37
$388K 0.43%
1,922
38
$387K 0.43%
13,846
+146
39
$383K 0.42%
875
-6
40
$361K 0.4%
1,895
-46
41
$352K 0.39%
11,848
42
$336K 0.37%
2,877
+7
43
$331K 0.36%
2,495
+16
44
$311K 0.34%
2,011
+18
45
$307K 0.34%
1,803
+2
46
$302K 0.33%
6,230
47
$301K 0.33%
6,446
48
$301K 0.33%
7,123
-209
49
$301K 0.33%
3,423
-22
50
$294K 0.32%
2,315
-5
1
2
3