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
351
$10K ﹤0.01%
+125
352
$10K ﹤0.01%
165
353
$10K ﹤0.01%
130
354
$10K ﹤0.01%
+443
355
$10K ﹤0.01%
100
356
$10K ﹤0.01%
+59
357
$10K ﹤0.01%
+154
358
$10K ﹤0.01%
180
+80
359
$10K ﹤0.01%
+193
360
$10K ﹤0.01%
+453
361
$9K ﹤0.01%
60
362
$9K ﹤0.01%
+48
363
$9K ﹤0.01%
+104
364
$9K ﹤0.01%
+111
365
$8K ﹤0.01%
110
366
$8K ﹤0.01%
+41
367
$8K ﹤0.01%
+66
368
$8K ﹤0.01%
+24
369
$8K ﹤0.01%
+79
370
$8K ﹤0.01%
41
371
$8K ﹤0.01%
100
372
$8K ﹤0.01%
312
-6,082
373
$8K ﹤0.01%
76
374
$8K ﹤0.01%
+115
375
$8K ﹤0.01%
62
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