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LSL

Legacy Solutions LLC Portfolio holdings

AUM $124M
1-Year Est. Return 18.89%
This Fund
S&P 500
This Quarter Est. Return
+9.95%
1 Year Est. Return
+18.89%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$104M
AUM Growth
+$13.6M
Cap. Flow
+$5.12M
Cap. Flow %
4.91%
Top 10 Hldgs %
62.34%
Holding
80
New
9
Increased
43
Reduced
14
Closed
2

Top Buys

1
GLD icon
SPDR Gold Trust
GLD
+$1.08M
2
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$724K
3
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$267K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$249K
5
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$247K

Top Sells

1
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$266K
2
BDX icon
Becton Dickinson
BDX
+$230K
3
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$66.4K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$48.2K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$39.5K

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
JCI icon
51
Johnson Controls International
JCI
$86.2B
$344K 0.33%
3,254
+235
+8% +$21.6K
FMAR icon
52
FT Vest US Equity Buffer ETF March
FMAR
$1.13B
$319K 0.31%
7,123
– –
DHI icon
53
D.R. Horton
DHI
$43.8B
$319K 0.31%
2,471
+156
+7% +$19.2K
PG icon
54
Procter & Gamble
PG
$353B
$311K 0.3%
1,954
+151
+8% +$24.6K
FNOV icon
55
FT Vest US Equity Buffer ETF November
FNOV
$1.21B
$311K 0.3%
6,203
-243
-4% -$11.5K
VSMV icon
56
VictoryShares US Multi-Factor Minimum Volatility ETF
VSMV
$157M
$307K 0.29%
6,230
– –
GMAR icon
57
FT Vest US Equity Moderate Buffer ETF March
GMAR
$395M
$280K 0.27%
7,177
– –
IWF icon
58
iShares Russell 1000 Growth ETF
IWF
$125B
$277K 0.27%
+2,608
New +$249K
SPGI icon
59
S&P Global
SPGI
$135B
$272K 0.26%
517
+58
+13% +$28.9K
COP icon
60
ConocoPhillips
COP
$137B
$272K 0.26%
3,029
+262
+9% +$23.6K
MEAR icon
61
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.41B
$259K 0.25%
5,161
– –
QJUN icon
62
FT Vest Growth-100 Buffer ETF June
QJUN
$648M
$259K 0.25%
8,744
+673
+8% +$18.6K
GSEP icon
63
FT Vest US Equity Moderate Buffer ETF September
GSEP
$352M
$253K 0.24%
6,894
– –
ABT icon
64
Abbott
ABT
$172B
$251K 0.24%
1,842
+142
+8% +$18.7K
XOM icon
65
ExxonMobil
XOM
$605B
$245K 0.24%
+2,277
New +$243K
IBM icon
66
IBM
IBM
$206B
$241K 0.23%
+816
New +$210K
IJH icon
67
iShares Core S&P Mid-Cap ETF
IJH
$123B
$240K 0.23%
3,870
+4
+0.1% +$235
APD icon
68
Air Products & Chemicals
APD
$66.2B
$235K 0.23%
834
+81
+11% +$22.2K
FOCT icon
69
FT Vest US Equity Buffer ETF October
FOCT
$1.16B
$235K 0.22%
5,244
– –
JPM icon
70
JPMorgan Chase
JPM
$912B
$229K 0.22%
+789
New +$201K
USMV icon
71
iShares MSCI USA Min Vol Factor ETF
USMV
$23.2B
$226K 0.22%
2,404
-524
-18% -$48.2K
LHX icon
72
L3Harris
LHX
$53B
$225K 0.22%
+896
New +$206K
AEP icon
73
American Electric Power
AEP
$72.4B
$224K 0.21%
2,157
+194
+10% +$20.2K
ZTS icon
74
Zoetis
ZTS
$32.2B
$221K 0.21%
1,417
+122
+9% +$19.3K
SCHV
75
Schwab US Large-Cap Value ETF
SCHV
$15.6B
$219K 0.21%
7,917
+42
+0.5% +$1.1K
1 2
3
4

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