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
$90.8M
AUM Growth
-$989K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$267K
2
+$243K
3
+$226K
4
AEP icon
American Electric Power
AEP
+$215K
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$208K

Top Sells

1
+$254K
2
+$207K
3
+$28.9K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$18.5K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$15.5K

Sector Composition

1 Technology 3.24%
2 Financials 3.08%
3 Utilities 1.56%
4 Healthcare 0.74%
5 Consumer Discretionary 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$291K 0.32%
2,767
+38
52
$275K 0.3%
504
53
$274K 0.3%
2,928
-198
54
$267K 0.29%
+7,177
55
$266K 0.29%
4,865
+25
56
$266K 0.29%
3,744
+4
57
$261K 0.29%
5,644
58
$259K 0.29%
5,161
59
$246K 0.27%
427
+4
60
$242K 0.27%
3,019
+14
61
$238K 0.26%
6,894
62
$233K 0.26%
459
+16
63
$230K 0.25%
1,004
+8
64
$226K 0.25%
3,866
+40
65
$226K 0.25%
+1,700
66
$222K 0.24%
753
-9
67
$218K 0.24%
5,244
68
$215K 0.24%
+1,963
69
$213K 0.24%
8,071
70
$213K 0.23%
1,295
+13
71
$209K 0.23%
7,875
+42
72
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