LSL

Legacy Solutions LLC Portfolio holdings

AUM $114M
1-Year Est. Return 16.52%
This Quarter Est. Return
1 Year Est. Return
+16.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$782K
3
+$282K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$277K
5
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$248K

Top Sells

1
+$266K
2
+$230K
3
+$71K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$49.2K
5
MINT icon
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
1
$16.5M 15.79%
226,767
+10,762
2
$8.68M 8.32%
214,437
+6,971
3
$7.86M 7.53%
52,251
+928
4
$6.95M 6.66%
73,408
+1,423
5
$6.42M 6.15%
158,030
+3,205
6
$5.83M 5.58%
62,116
-757
7
$4.02M 3.85%
38,325
+1,141
8
$3.24M 3.11%
76,140
+2,902
9
$3.1M 2.97%
72,608
+2,951
10
$2.48M 2.37%
73,107
+1,259
11
$2.25M 2.15%
49,122
+382
12
$2.15M 2.06%
84,106
+2
13
$1.73M 1.65%
17,177
-394
14
$1.51M 1.45%
30,137
-275
15
$1.5M 1.44%
30,075
+4,976
16
$1.3M 1.24%
62,414
+1,068
17
$1.27M 1.21%
25,399
-308
18
$1.14M 1.1%
14,537
+1
19
$1.09M 1.04%
+3,565
20
$1.07M 1.02%
2,146
+301
21
$1.02M 0.98%
3,166
+36
22
$974K 0.93%
6,162
+982
23
$957K 0.92%
19,943
24
$933K 0.89%
3,386
+214
25
$800K 0.77%
3,902
+421
1
2 3 4