LSL
Legacy Solutions LLC Portfolio holdings
AUM
$114M
1-Year Est. Return
16.52%
This Fund
S&P 500
1 Year Est. Return
+16.52%
AUM
$111M
AUM Growth
+$6.83M
(+6.5%)
Holding
82
Top Buys
| 1 | +$233K | |
| 2 | +$207K | |
| 3 | +$195K | |
| 4 |
First Trust Managed Municipal ETF
FMB
|
+$179K |
| 5 |
ARK Innovation ETF
ARKK
|
+$177K |
Top Sells
| 1 | +$359K | |
| 2 | +$307K | |
| 3 | +$210K | |
| 4 |
Comcast
CMCSA
|
+$201K |
| 5 |
iShares Core S&P US Growth ETF
IUSG
|
+$181K |
Sector Composition
| 1 | Technology | 4.55% |
| 2 | Financials | 3.03% |
| 3 | Utilities | 1.6% |
| 4 | Consumer Discretionary | 1.07% |
| 5 | Industrials | 0.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Zoetis
ZTS
$54.4B
| $203K | 0.18% |
1,390
-27
|
|
||
77
Berkshire Hathaway Class B
BRK.B
$1.04T
| $203K | 0.18% |
+403
|
|
||
|
78
ARK Innovation ETF
ARKK
$6.42B
| $200K | 0.18% |
+2,320
|
|
||
79
American Tower
AMT
$89B
| – | – |
-949
|
|
||
|
80
Comcast
CMCSA
$111B
| – | – |
-5,644
|
|
||
81
Schwab US Dividend Equity ETF
SCHD
$86B
| – | – |
-13,534
|
|
||
82
VictoryShares US Multi-Factor Minimum Volatility ETF
VSMV
$165M
| – | – |
-6,230
|
|