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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
+11.47%
1 Year Est. Return
+18.89%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$124M
AUM Growth
+$15.7M
(+15%)
Cap. Flow
+$4.62M
Cap. Flow
% of AUM
3.74%
Top 10 Holdings %
Top 10 Hldgs %
58.93%
Holding
88
New
11
Increased
38
Reduced
18
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$1.63M |
| 2 |
GMO US Quality ETF
QLTY
|
+$1.1M |
| 3 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$599K |
| 4 |
Capital Group Growth ETF
CGGR
|
+$364K |
| 5 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$352K |
Top Sells
| 1 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$3.33M |
| 2 |
FT Vest US Equity Buffer ETF September
FSEP
|
+$130K |
| 3 |
FT Vest US Equity Buffer ETF June
FJUN
|
+$94.5K |
| 4 |
RTX Corp
RTX
|
+$36.5K |
| 5 |
Vanguard Ultra-Short Bond ETF
VUSB
|
+$31.5K |
Sector Composition
| 1 | Technology | 4.75% |
| 2 | Financials | 2.19% |
| 3 | Utilities | 1.31% |
| 4 | Industrials | 0.92% |
| 5 | Communication Services | 0.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
JPMorgan Chase
JPM
$912B
| $241K | 0.2% |
737
+37
| +5% | +$11.5K |
|
77
FT Vest US Equity Buffer ETF July
FJUL
$1.19B
| $240K | 0.19% |
4,039
-183
| -4% | -$10.7K |
|
78
Micron Technology
MU
$964B
| $230K | 0.19% |
+199
| New | +$149K |
|
79
IBM
IBM
$206B
| $229K | 0.19% |
+813
| New | +$205K |
|
80
iShares MSCI USA Min Vol Factor ETF
USMV
$23.2B
| $227K | 0.18% |
2,350
| – | – |
|
81
S&P Global
SPGI
$135B
| $225K | 0.18% |
553
+38
| +7% | +$16K |
|
82
iShares Core MSCI EAFE ETF
IEFA
$187B
| $223K | 0.18% |
+2,313
| New | +$222K |
|
|
AKRE
83
Akre Focus ETF
AKRE
$5.43B
| $211K | 0.17% |
3,971
| – | – |
|
84
Vanguard Growth ETF
VUG
$224B
| $210K | 0.17% |
+2,440
| New | +$205K |
|
85
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.41B
| $210K | 0.17% |
4,170
| – | – |
|
86
D.R. Horton
DHI
$43.8B
| $207K | 0.17% |
+1,273
| New | +$190K |
|
87
FT Vest Growth-100 Buffer ETF December
QDEC
$691M
| $206K | 0.17% |
+5,777
| New | +$200K |
|
88
EOG Resources
EOG
$73.7B
| $204K | 0.16% |
1,571
+10
| +0.6% | +$1.36K |
|
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