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Legacy Solutions LLC Portfolio holdings
AUM
$124M
1-Year Est. Return
18.89%
This Fund
S&P 500
This Quarter
Est. Return
+9.95%
1 Year Est. Return
+18.89%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$104M
AUM Growth
+$13.6M
(+15%)
Cap. Flow
+$5.12M
Cap. Flow
% of AUM
4.91%
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
|
+$1.08M |
| 2 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$724K |
| 3 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$267K |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$249K |
| 5 |
Vanguard Ultra-Short Bond ETF
VUSB
|
+$247K |
Top Sells
| 1 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$266K |
| 2 |
Becton Dickinson
BDX
|
+$230K |
| 3 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$66.4K |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$48.2K |
| 5 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$39.5K |
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
$1.47T
| $213K | 0.2% |
+670
| New | +$202K |
|
77
American Tower
AMT
$78.7B
| $210K | 0.2% |
+949
| New | +$205K |
|
78
Comcast
CMCSA
$86.1B
| $201K | 0.19% |
+5,644
| New | +$195K |
|
|
79
Becton Dickinson
BDX
$44.1B
| – | – |
-1,004
| Closed | -$230K |
|
|
80
Pacer US Cash Cows 100 ETF
COWZ
$18.4B
| – | – |
-4,865
| Closed | -$266K |
|
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