LSL

Legacy Solutions LLC Portfolio holdings

AUM $108M
1-Year Est. Return 17.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
+$6.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$233K
2
+$207K
3
+$195K
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$179K
5
ARKK icon
ARK Innovation ETF
ARKK
+$177K

Top Sells

1
+$359K
2
+$307K
3
+$210K
4
CMCSA icon
Comcast
CMCSA
+$201K
5
IUSG icon
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
$203K 0.18%
1,390
-27
77
$203K 0.18%
+403
78
$200K 0.18%
+2,320
79
– –
-949
80
– –
-5,644
81
– –
-13,534
82
– –
-6,230
1 2 3
4