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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
+9.95%
1 Year Est. Return
+18.89%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$104M
AUM Growth
+$13.6M
Cap. Flow
+$5.12M
Cap. Flow %
4.91%
Top 10 Hldgs %
62.34%
Holding
80
New
9
Increased
43
Reduced
14
Closed
2

Top Buys

1
GLD icon
SPDR Gold Trust
GLD
+$1.08M
2
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$724K
3
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$267K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$249K
5
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$247K

Top Sells

1
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$266K
2
BDX icon
Becton Dickinson
BDX
+$230K
3
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$66.4K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$48.2K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$39.5K

Sector Composition

1 Technology 4.22%
2 Financials 3.27%
3 Utilities 1.71%
4 Consumer Discretionary 0.95%
5 Communication Services 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QQQ icon
26
Invesco QQQ Trust
QQQ
$473B
$749K 0.72%
1,358
– –
FAUG icon
27
FT Vest US Equity Buffer ETF August
FAUG
$1.18B
$746K 0.71%
15,215
-108
-0.7% -$4.99K
QQQM icon
28
Invesco NASDAQ 100 ETF
QQQM
$97.7B
$741K 0.71%
3,261
– –
IVV icon
29
iShares Core S&P 500 ETF
IVV
$891B
$731K 0.7%
1,177
-18
-2% -$10.3K
ITOT icon
30
iShares Core S&P Total US Stock Market ETF
ITOT
$94.6B
$728K 0.7%
5,395
-246
-4% -$30.7K
FJUN icon
31
FT Vest US Equity Buffer ETF June
FJUN
$1.35B
$574K 0.55%
10,698
-308
-3% -$15.6K
SHM icon
32
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
$560K 0.54%
11,713
-236
-2% -$11.2K
EXC icon
33
Exelon
EXC
$47.9B
$534K 0.51%
12,300
-14
-0.1% -$623
SPY icon
34
State Street SPDR S&P 500 ETF Trust
SPY
$782B
$528K 0.51%
854
+28
+3% +$16K
DSEP icon
35
FT Vest US Equity Deep Buffer ETF September
DSEP
$349M
$470K 0.45%
11,089
– –
QSPT icon
36
FT Vest Nasdaq-100 Buffer ETF September
QSPT
$620M
$463K 0.44%
15,643
-600
-4% -$16.5K
MTUM icon
37
iShares MSCI USA Momentum Factor ETF
MTUM
$25.9B
$462K 0.44%
1,922
– –
AMZN icon
38
Amazon
AMZN
$2.69T
$461K 0.44%
2,102
+207
+11% +$41K
MS icon
39
Morgan Stanley
MS
$343B
$433K 0.41%
3,075
+198
+7% +$24.3K
V icon
40
Visa
V
$694B
$428K 0.41%
1,205
+72
+6% +$25.1K
GOOGL icon
41
Alphabet (Google) Class A
GOOGL
$4.33T
$410K 0.39%
2,328
+317
+16% +$51.9K
FMAY icon
42
FT Vest US Equity Buffer ETF May
FMAY
$1.4B
$399K 0.38%
7,985
+2,341
+41% +$110K
GS icon
43
Goldman Sachs
GS
$323B
$399K 0.38%
564
+60
+12% +$34.8K
RTX icon
44
RTX Corp
RTX
$262B
$391K 0.38%
2,680
+185
+7% +$24.6K
MSI icon
45
Motorola Solutions
MSI
$68.8B
$389K 0.37%
926
+51
+6% +$21.3K
META icon
46
Meta Platforms (Facebook)
META
$1.69T
$377K 0.36%
511
+84
+20% +$51.9K
BUFR icon
47
FT Vest Fund of Buffer ETFs
BUFR
$10.1B
$377K 0.36%
11,848
– –
WMT icon
48
Walmart Inc
WMT
$915B
$369K 0.35%
3,774
+351
+10% +$33.4K
SCHD icon
49
Schwab US Dividend Equity ETF
SCHD
$100B
$359K 0.34%
13,534
-312
-2% -$8.15K
C icon
50
Citigroup
C
$221B
$354K 0.34%
4,158
+414
+11% +$29.9K
1
2
3 4

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