LSL

Legacy Solutions LLC Portfolio holdings

AUM $108M
1-Year Est. Return 17.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
+$6.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$233K
2
+$207K
3
+$195K
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$179K
5
ARKK icon
ARK Innovation ETF
ARKK
+$177K

Top Sells

1
+$359K
2
+$307K
3
+$210K
4
CMCSA icon
Comcast
CMCSA
+$201K
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$181K

Sector Composition

1 Technology 4.55%
2 Financials 3.03%
3 Utilities 1.6%
4 Consumer Discretionary 1.07%
5 Industrials 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$338K 0.3%
3,072
-182
52
$330K 0.3%
7,123
53
$328K 0.3%
6,203
54
$317K 0.29%
6,275
+1,114
55
$306K 0.27%
652
56
$300K 0.27%
1,951
-3
57
$296K 0.27%
666
-4
58
$288K 0.26%
7,177
59
$287K 0.26%
3,032
+3
60
$283K 0.25%
7,420
+526
61
$276K 0.25%
8,882
+138
62
$270K 0.24%
883
-13
63
$259K 0.23%
2,301
+24
64
$257K 0.23%
816
+27
65
$253K 0.23%
3,873
+3
66
$249K 0.22%
5,244
67
$248K 0.22%
1,852
+10
68
$247K 0.22%
507
-10
69
$239K 0.21%
+4,363
70
$238K 0.21%
2,119
-38
71
$232K 0.21%
7,957
+40
72
$229K 0.21%
810
-6
73
$224K 0.2%
822
-12
74
$223K 0.2%
2,349
-55
75
$208K 0.19%
+1,113
1 2
3
4