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
$114M
AUM Growth
+$2.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$417K
2
+$412K
3
+$260K
4
YSEP icon
FT Vest International Equity Buffer ETF September
YSEP
+$233K
5
MDT icon
Medtronic
MDT
+$206K

Top Sells

1
+$600K
2
+$339K
3
+$309K
4
CGGR icon
Capital Group Growth ETF
CGGR
+$228K
5
FSK icon
FS KKR Capital
FSK
+$214K

Sector Composition

1 Technology 4.46%
2 Financials 2.77%
3 Utilities 1.63%
4 Consumer Discretionary 1.03%
5 Communication Services 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DHI icon
51
D.R. Horton
DHI
$46.4B
$352K 0.31%
2,444
-11
FNOV icon
52
FT Vest US Equity Buffer ETF November
FNOV
$1.15B
$349K 0.31%
6,359
+156
META icon
53
Meta Platforms (Facebook)
META
$1.56T
$349K 0.31%
528
+12
MSI icon
54
Motorola Solutions
MSI
$64.8B
$348K 0.31%
908
-14
FMAR icon
55
FT Vest US Equity Buffer ETF March
FMAR
$955M
$338K 0.3%
7,123
IWF icon
56
iShares Russell 1000 Growth ETF
IWF
$124B
$309K 0.27%
652
TSLA icon
57
Tesla
TSLA
$1.46T
$309K 0.27%
686
+20
COP icon
58
ConocoPhillips
COP
$122B
$296K 0.26%
3,167
+135
GMAR icon
59
FT Vest US Equity Moderate Buffer ETF March
GMAR
$385M
$294K 0.26%
7,177
QJUN icon
60
FT Vest Growth-100 Buffer ETF June
QJUN
$585M
$280K 0.25%
8,782
-100
PG icon
61
Procter & Gamble
PG
$338B
$275K 0.24%
1,916
-35
SPGI icon
62
S&P Global
SPGI
$165B
$272K 0.24%
520
+13
LHX icon
63
L3Harris
LHX
$64.1B
$267K 0.23%
911
+28
JPM icon
64
JPMorgan Chase
JPM
$834B
$267K 0.23%
827
+11
XOM icon
65
Exxon Mobil
XOM
$545B
$266K 0.23%
2,210
-91
AKRE
66
Akre Focus ETF
AKRE
$9.38B
$260K 0.23%
+3,971
IJH icon
67
iShares Core S&P Mid-Cap ETF
IJH
$109B
$256K 0.22%
3,875
+2
AEP icon
68
American Electric Power
AEP
$63.1B
$254K 0.22%
2,199
+80
ARKK icon
69
ARK Innovation ETF
ARKK
$7.37B
$250K 0.22%
3,256
+936
GSEP icon
70
FT Vest US Equity Moderate Buffer ETF September
GSEP
$480M
$250K 0.22%
6,450
-970
IBM icon
71
IBM
IBM
$289B
$245K 0.22%
827
+17
FJUL icon
72
FT Vest US Equity Buffer ETF July
FJUL
$1.19B
$244K 0.21%
4,363
ABT icon
73
Abbott
ABT
$217B
$237K 0.21%
1,895
+43
SCHV icon
74
Schwab US Large-Cap Value ETF
SCHV
$14.9B
$235K 0.21%
7,953
-4
YSEP icon
75
FT Vest International Equity Buffer ETF September
YSEP
$136M
$233K 0.2%
+8,955
1 2
3
4