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
51
$344K 0.33%
3,254
+235
52
$319K 0.31%
7,123
53
$319K 0.31%
2,471
+156
54
$311K 0.3%
1,954
+151
55
$311K 0.3%
6,203
-243
56
$307K 0.29%
6,230
57
$280K 0.27%
7,177
58
$277K 0.27%
+652
59
$272K 0.26%
517
+58
60
$272K 0.26%
3,029
+262
61
$259K 0.25%
5,161
62
$259K 0.25%
8,744
+673
63
$253K 0.24%
6,894
64
$251K 0.24%
1,842
+142
65
$245K 0.24%
+2,277
66
$241K 0.23%
+816
67
$240K 0.23%
3,870
+4
68
$235K 0.23%
834
+81
69
$235K 0.22%
5,244
70
$229K 0.22%
+789
71
$226K 0.22%
2,404
-524
72
$225K 0.22%
+896
73
$224K 0.21%
2,157
+194
74
$221K 0.21%
1,417
+122
75
$219K 0.21%
7,917
+42
1 2
3
4