LSL
Legacy Solutions LLC Portfolio holdings
AUM
$111M
1-Year Est. Return
14.39%
1 Year Est. Return
+14.39%
AUM
$104M
AUM Growth
+$13.6M
(+15%)
Holding
80
Top Buys
| 1 | +$1.09M | |
| 2 | +$782K | |
| 3 | +$282K | |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$277K |
| 5 |
Vanguard Ultra-Short Bond ETF
VUSB
|
+$248K |
Top Sells
| 1 | +$266K | |
| 2 | +$230K | |
| 3 | +$71K | |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$49.2K |
| 5 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$39.6K |
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 |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Tesla
TSLA
$1.46T
| $213K | 0.2% |
+670
|
|
||
77
American Tower
AMT
$89.6B
| $210K | 0.2% |
+949
|
|
||
78
Comcast
CMCSA
$109B
| $201K | 0.19% |
+5,644
|
|
||
79
Becton Dickinson
BDX
$54.2B
| – | – |
-1,004
|
|
||
80
Pacer US Cash Cows 100 ETF
COWZ
$19B
| – | – |
-4,865
|
|