Legacy Investment Solutions LLC 13F Portfolio

FundPortfolio ManagerPerformance 24Q4AUM# of HoldingsPerformance Rank Allocation
Legacy Investment Solutions LLCLegacy Investment Solutions LLC12.32%$165357000 744 N/A

Top Holdings Performance History

Legacy Investment Solutions LLC Holdings Map

Top 50 Legacy Investment Solutions LLC Holdings


Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Sector Date

Largest Stock Buys since Q4 2024:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Largest Stock Sells since Q4 2024:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Portfolio Structure

Sector Allocation over time

Legacy Investment Solutions LLC Performance History

Performance Metric 3-Year Annualized Return 3-Year Cumulative Return Compared to other Funds

Performance vs S&P500

Performance compared to other Funds

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