LSL

Legacy Solutions LLC Portfolio holdings

AUM $114M
1-Year Est. Return 16.52%
This Quarter Est. Return
1 Year Est. Return
+16.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$782K
3
+$282K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$277K
5
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$248K

Top Sells

1
+$266K
2
+$230K
3
+$71K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$49.2K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$39.6K

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
26
$749K 0.72%
1,358
27
$746K 0.71%
15,215
-108
28
$741K 0.71%
3,261
29
$731K 0.7%
1,177
-18
30
$728K 0.7%
5,395
-246
31
$574K 0.55%
10,698
-308
32
$560K 0.54%
11,713
-236
33
$534K 0.51%
12,300
-14
34
$528K 0.51%
854
+28
35
$470K 0.45%
11,089
36
$463K 0.44%
15,643
-600
37
$462K 0.44%
1,922
38
$461K 0.44%
2,102
+207
39
$433K 0.41%
3,075
+198
40
$428K 0.41%
1,205
+72
41
$410K 0.39%
2,328
+317
42
$399K 0.38%
7,985
+2,341
43
$399K 0.38%
564
+60
44
$391K 0.38%
2,680
+185
45
$389K 0.37%
926
+51
46
$377K 0.36%
511
+84
47
$377K 0.36%
11,848
48
$369K 0.35%
3,774
+351
49
$359K 0.34%
13,534
-312
50
$354K 0.34%
4,158
+414
1
2
3 4