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
276
$27K 0.01%
+209
277
$27K 0.01%
1,000
278
$27K 0.01%
820
279
$26K 0.01%
500
280
$25K 0.01%
1,395
281
$25K 0.01%
219
282
$25K 0.01%
420
283
$25K 0.01%
244
+83
284
$25K 0.01%
230
285
$24K 0.01%
108
286
$24K 0.01%
68
+19
287
$24K 0.01%
167
288
$23K 0.01%
+270
289
$23K 0.01%
124
290
$22K 0.01%
+318
291
$22K 0.01%
11
292
$22K 0.01%
998
+200
293
$21K 0.01%
293
294
$21K 0.01%
400
295
$21K 0.01%
236
+84
296
$20K 0.01%
1,148
297
$20K 0.01%
148
298
$20K 0.01%
150
299
$20K 0.01%
+323
300
$19K 0.01%
420
10 11
12
13 14