LSL
Legacy Solutions LLC Portfolio holdings
AUM
$108M
1-Year Est. Return
17.28%
This Fund
S&P 500
1 Year Est. Return
+17.28%
AUM
$108M
AUM Growth
-$5.9M
(-5.2%)
Holding
84
Top Buys
| 1 | +$946K | |
| 2 | +$442K | |
| 3 | +$242K | |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$226K |
| 5 |
EOG Resources
EOG
|
+$189K |
Top Sells
| 1 | +$1.16M | |
| 2 | +$727K | |
| 3 | +$672K | |
| 4 |
iShares Core S&P US Growth ETF
IUSG
|
+$498K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
AKRE
76
Akre Focus ETF
AKRE
$6.2B
| $210K | 0.19% |
3,971
|
|
||
77
JPMorgan Chase
JPM
$794B
| $206K | 0.19% |
700
-127
|
|
||
78
Abbott
ABT
$152B
| – | – |
-1,895
|
|
||
79
Becton Dickinson
BDX
$40.5B
| – | – |
-1,172
|
|
||
80
FT Vest Growth-100 Buffer ETF December
QDEC
$697M
| – | – |
-6,237
|
|
||
81
D.R. Horton
DHI
$41.5B
| – | – |
-2,444
|
|
||
82
FS KKR Capital
FSK
$3.04B
| – | – |
-49,056
|
|
||
83
IBM
IBM
$306B
| – | – |
-827
|
|
||
84
Medtronic
MDT
$95.4B
| – | – |
-2,147
|
|