LSL

Legacy Solutions LLC Portfolio holdings

AUM $108M
1-Year Est. Return 17.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
+$6.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$233K
2
+$207K
3
+$195K
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$179K
5
ARKK icon
ARK Innovation ETF
ARKK
+$177K

Top Sells

1
+$359K
2
+$307K
3
+$210K
4
CMCSA icon
Comcast
CMCSA
+$201K
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$181K

Sector Composition

1 Technology 4.55%
2 Financials 3.03%
3 Utilities 1.6%
4 Consumer Discretionary 1.07%
5 Industrials 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$847K 0.76%
16,308
+1,093
27
$809K 0.73%
5,555
+160
28
$806K 0.72%
3,261
29
$796K 0.72%
1,325
-33
30
$788K 0.71%
1,178
+1
31
$659K 0.59%
13,663
+1,950
32
$594K 0.53%
2,444
+116
33
$569K 0.51%
854
34
$555K 0.5%
12,321
+21
35
$545K 0.49%
9,733
-965
36
$493K 0.44%
1,922
37
$490K 0.44%
11,089
38
$486K 0.44%
15,643
39
$475K 0.43%
2,985
-90
40
$473K 0.43%
2,153
+51
41
$437K 0.39%
2,613
-67
42
$431K 0.39%
541
-23
43
$422K 0.38%
922
-4
44
$417K 0.38%
7,985
45
$416K 0.37%
2,455
-16
46
$411K 0.37%
4,047
-111
47
$407K 0.37%
12,182
+334
48
$402K 0.36%
1,177
-28
49
$383K 0.34%
3,715
-59
50
$379K 0.34%
516
+5
1
2
3 4