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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
-2.08%
1 Year Est. Return
+18.89%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$108M
AUM Growth
-$5.9M
Cap. Flow
-$3.04M
Cap. Flow %
-2.82%
Top 10 Hldgs %
60.2%
Holding
84
New
3
Increased
22
Reduced
37
Closed
7

Top Buys

1
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$946K
2
CGGR icon
Capital Group Growth ETF
CGGR
+$442K
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$242K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$226K
5
EOG icon
EOG Resources
EOG
+$189K

Top Sells

1
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.16M
2
FSK icon
FS KKR Capital
FSK
+$727K
3
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$672K
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$498K
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$436K

Sector Composition

1 Technology 4.14%
2 Financials 2.11%
3 Utilities 1.6%
4 Industrials 1.09%
5 Energy 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FMAR icon
51
FT Vest US Equity Buffer ETF March
FMAR
$1.12B
$370K 0.34%
7,631
+508
+7% +$24.3K
MSI icon
52
Motorola Solutions
MSI
$68.8B
$357K 0.33%
822
-86
-9% -$37.2K
FOCT icon
53
FT Vest US Equity Buffer ETF October
FOCT
$1.16B
$356K 0.33%
7,458
– –
V icon
54
Visa
V
$694B
$339K 0.31%
1,123
-97
-8% -$31.2K
GMAR icon
55
FT Vest US Equity Moderate Buffer ETF March
GMAR
$395M
$299K 0.28%
7,177
– –
LHX icon
56
L3Harris
LHX
$53B
$295K 0.27%
855
-56
-6% -$19.6K
AEP icon
57
American Electric Power
AEP
$72.4B
$289K 0.27%
2,206
+7
+0.3% +$876
QJUN icon
58
FT Vest Growth-100 Buffer ETF June
QJUN
$648M
$274K 0.25%
8,782
– –
IWF icon
59
iShares Russell 1000 Growth ETF
IWF
$125B
$270K 0.25%
2,528
-80
-3% -$9.08K
PG icon
60
Procter & Gamble
PG
$353B
$268K 0.25%
1,857
-59
-3% -$8.95K
TSLA icon
61
Tesla
TSLA
$1.47T
$253K 0.23%
681
-5
-0.7% -$2.06K
META icon
62
Meta Platforms (Facebook)
META
$1.69T
$253K 0.23%
442
-86
-16% -$55.1K
GSEP icon
63
FT Vest US Equity Moderate Buffer ETF September
GSEP
$352M
$246K 0.23%
6,450
– –
SCHV
64
Schwab US Large-Cap Value ETF
SCHV
$15.6B
$238K 0.22%
7,798
-155
-2% -$4.83K
BRK.B icon
65
Berkshire Hathaway Class B
BRK.B
$1.06T
$236K 0.22%
+493
New +$242K
APD icon
66
Air Products & Chemicals
APD
$66.2B
$235K 0.22%
810
-61
-7% -$16.8K
YSEP icon
67
FT Vest International Equity Buffer ETF September
YSEP
$119M
$234K 0.22%
8,955
– –
FJUL icon
68
FT Vest US Equity Buffer ETF July
FJUL
$1.19B
$231K 0.21%
4,222
-141
-3% -$7.88K
ARKK icon
69
ARK Innovation ETF
ARKK
$6.28B
$231K 0.21%
3,415
+159
+5% +$11.8K
EOG icon
70
EOG Resources
EOG
$73.8B
$226K 0.21%
+1,561
New +$189K
FNOV icon
71
FT Vest US Equity Buffer ETF November
FNOV
$1.21B
$225K 0.21%
4,221
-2,138
-34% -$117K
SPGI icon
72
S&P Global
SPGI
$135B
$219K 0.2%
515
-5
-1% -$2.32K
USMV icon
73
iShares MSCI USA Min Vol Factor ETF
USMV
$23.2B
$218K 0.2%
2,350
+1
+0% +$95
IJH icon
74
iShares Core S&P Mid-Cap ETF
IJH
$123B
$215K 0.2%
3,183
-692
-18% -$48K
MEAR icon
75
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.41B
$210K 0.19%
4,170
– –
1 2
3
4

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