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
$91.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$7.01M
3
+$6.89M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$6.46M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$6.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.78%
2 Financials 3.07%
3 Utilities 1.27%
4 Consumer Discretionary 1.04%
5 Communication Services 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$287K 0.31%
+2,479
52
$278K 0.3%
+3,126
53
$273K 0.3%
+4,840
54
$271K 0.29%
+2,729
55
$268K 0.29%
+5,644
56
$263K 0.29%
+3,740
57
$258K 0.28%
+5,161
58
$248K 0.27%
+423
59
$242K 0.26%
+6,894
60
$238K 0.26%
+3,826
61
$237K 0.26%
+3,005
62
$226K 0.25%
+8,071
63
$226K 0.25%
+996
64
$224K 0.24%
+5,244
65
$221K 0.24%
+762
66
$221K 0.24%
+443
67
$209K 0.23%
+1,282
68
$207K 0.23%
+512
69
$204K 0.22%
+7,833
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