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
251
$40K 0.02%
727
252
$40K 0.02%
2,250
-1
253
$40K 0.02%
575
+500
254
$39K 0.02%
500
255
$38K 0.02%
732
256
$37K 0.02%
+1,500
257
$36K 0.02%
263
258
$36K 0.02%
+405
259
$36K 0.02%
767
260
$36K 0.02%
+167
261
$35K 0.02%
4,920
262
$35K 0.02%
+200
263
$34K 0.02%
+1,250
264
$34K 0.02%
98
265
$33K 0.02%
1,845
+675
266
$32K 0.02%
+250
267
$32K 0.02%
326
268
$32K 0.02%
437
269
$31K 0.02%
+400
270
$30K 0.01%
302
271
$30K 0.01%
912
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272
$30K 0.01%
800
273
$30K 0.01%
296
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274
$30K 0.01%
314
275
$28K 0.01%
341
9 10
11
12 13