LA

Legacy Advisors Portfolio holdings

AUM $6.33M
1-Year Est. Return 22.3%
This Quarter Est. Return
1 Year Est. Return
+22.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$203M
AUM Growth
+$69.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.01M
3
+$2.48M
4
LOW icon
Lowe's Companies
LOW
+$2.05M
5
CVS icon
CVS Health
CVS
+$2.02M

Top Sells

1
+$1.64M
2
+$434K
3
+$282K
4
PAA icon
Plains All American Pipeline
PAA
+$156K
5
BF.B icon
Brown-Forman Class B
BF.B
+$128K

Sector Composition

1 Financials 14.69%
2 Healthcare 9.6%
3 Consumer Discretionary 7.15%
4 Consumer Staples 5.99%
5 Technology 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$52K 0.03%
1,486
-52
227
$51K 0.03%
+325
228
$51K 0.03%
3,260
229
$48K 0.02%
770
230
$48K 0.02%
708
231
$48K 0.02%
428
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232
$48K 0.02%
1,676
233
$47K 0.02%
880
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234
$47K 0.02%
186
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235
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236
$47K 0.02%
1,138
237
$47K 0.02%
1,272
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238
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500
239
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172
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240
$46K 0.02%
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241
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300
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242
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243
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245
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246
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517
247
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248
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130
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249
$41K 0.02%
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250
$40K 0.02%
411
+339
8 9
10
11 12