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
326
$13K 0.01%
94
327
$13K 0.01%
+169
328
$13K 0.01%
55
329
$13K 0.01%
197
330
$13K 0.01%
74
331
$12K 0.01%
400
332
$12K 0.01%
862
333
$12K 0.01%
100
334
$12K 0.01%
666
335
$12K 0.01%
58
336
$12K 0.01%
331
+2
337
$11K 0.01%
147
338
$11K 0.01%
290
339
$11K 0.01%
138
340
$11K 0.01%
388
341
$11K 0.01%
+253
342
$11K 0.01%
47
343
$11K 0.01%
500
-1,375
344
$11K 0.01%
+35
345
$11K 0.01%
+193
346
$10K ﹤0.01%
60
347
$10K ﹤0.01%
148
348
$10K ﹤0.01%
54
349
$10K ﹤0.01%
150
350
$10K ﹤0.01%
99
12 13
14
15 16