LSL
Legacy Solutions LLC Portfolio holdings
AUM
$104M
This Quarter Return
+9.95%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$104M
AUM Growth
+$104M
(+15%)
Cap. Flow
+$5.49M
Cap. Flow
% of AUM
5.26%
Top 10 Holdings %
Top 10 Hldgs %
62.34%
Holding
80
New
9
Increased
43
Reduced
14
Closed
2
Top Buys
| 1 |
SPDR Gold Trust
GLD
|
$1.09M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$782K |
| 3 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$282K |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$277K |
| 5 |
Vanguard Ultra-Short Bond ETF
VUSB
|
$248K |
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Tesla
TSLA
$1.08T
| $213K | 0.2% |
+670
| New | +$213K |
|
77
American Tower
AMT
$95.5B
| $210K | 0.2% |
+949
| New | +$210K |
|
78
Comcast
CMCSA
$125B
| $201K | 0.19% |
+5,644
| New | +$201K |
|
79
Becton Dickinson
BDX
$55.3B
| – | – |
-1,004
| Closed | -$230K |
|
80
Pacer US Cash Cows 100 ETF
COWZ
$20B
| – | – |
-4,865
| Closed | -$266K |
|