LSL
Legacy Solutions LLC Portfolio holdings
AUM
$108M
1-Year Est. Return
17.28%
This Fund
S&P 500
1 Year Est. Return
+17.28%
AUM
$114M
AUM Growth
+$2.61M
(+2.3%)
Holding
83
Top Buys
| 1 | +$412K | |
| 2 | +$407K | |
| 3 | +$257K | |
| 4 |
FT Vest International Equity Buffer ETF September
YSEP
|
+$230K |
| 5 |
Medtronic
MDT
|
+$209K |
Top Sells
| 1 | +$596K | |
| 2 | +$335K | |
| 3 | +$306K | |
| 4 |
Capital Group Growth ETF
CGGR
|
+$227K |
| 5 |
FS KKR Capital
FSK
|
+$219K |
Sector Composition
| 1 | Technology | 4.46% |
| 2 | Financials | 2.77% |
| 3 | Utilities | 1.63% |
| 4 | Consumer Discretionary | 1.03% |
| 5 | Communication Services | 1.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Becton Dickinson
BDX
$44B
| $227K | 0.2% |
1,172
+59
|
|
||
77
iShares MSCI USA Min Vol Factor ETF
USMV
$23B
| $221K | 0.19% |
2,349
|
|
||
78
Air Products & Chemicals
APD
$66.2B
| $215K | 0.19% |
871
+49
|
|
||
79
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.38B
| $210K | 0.18% |
4,170
-2,105
|
|
||
|
80
Medtronic
MDT
$110B
| $206K | 0.18% |
+2,147
|
|
||
81
FT Vest Growth-100 Buffer ETF December
QDEC
$655M
| $203K | 0.18% |
+6,237
|
|
||
82
Zoetis
ZTS
$50.1B
| – | – |
-1,390
|
|
||
83
Berkshire Hathaway Class B
BRK.B
$1.02T
| – | – |
-403
|
|