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
301
$19K 0.01%
417
302
$19K 0.01%
+600
303
$19K 0.01%
+210
304
$19K 0.01%
147
+72
305
$19K 0.01%
576
306
$18K 0.01%
419
-6
307
$18K 0.01%
73
+20
308
$18K 0.01%
1,390
309
$17K 0.01%
190
+95
310
$16K 0.01%
+21
311
$16K 0.01%
+175
312
$16K 0.01%
560
313
$15K 0.01%
130
314
$15K 0.01%
308
315
$15K 0.01%
+345
316
$15K 0.01%
75
317
$15K 0.01%
+143
318
$15K 0.01%
48
319
$14K 0.01%
64
320
$14K 0.01%
+400
321
$14K 0.01%
133
322
$13K 0.01%
250
323
$13K 0.01%
350
-80
324
$13K 0.01%
700
325
$13K 0.01%
1,000
11 12
13
14 15