LA

Legacy Advisors Portfolio holdings

AUM $810M
1-Year Est. Return 22.88%
This Quarter Est. Return
1 Year Est. Return
+22.88%
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
326
$13K 0.01%
94
327
$13K 0.01%
350
-80
328
$13K 0.01%
700
329
$13K 0.01%
1,000
330
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+169
331
$12K 0.01%
400
332
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862
333
$12K 0.01%
100
334
$12K 0.01%
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335
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58
336
$12K 0.01%
331
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337
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338
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339
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290
340
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147
341
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138
342
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344
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47
345
$11K 0.01%
500
-1,375
346
$10K ﹤0.01%
+125
347
$10K ﹤0.01%
165
348
$10K ﹤0.01%
130
349
$10K ﹤0.01%
+443
350
$10K ﹤0.01%
100
12 13
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