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
376
$8K ﹤0.01%
+39
377
$8K ﹤0.01%
183
378
$8K ﹤0.01%
100
379
$8K ﹤0.01%
312
-6,082
380
$8K ﹤0.01%
76
381
$8K ﹤0.01%
500
-1,200
382
$7K ﹤0.01%
+43
383
$7K ﹤0.01%
117
384
$7K ﹤0.01%
+58
385
$7K ﹤0.01%
+561
386
$7K ﹤0.01%
+108
387
$7K ﹤0.01%
+111
388
$7K ﹤0.01%
158
389
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+5
390
$7K ﹤0.01%
131
391
$7K ﹤0.01%
278
392
$6K ﹤0.01%
400
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$6K ﹤0.01%
+76
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+107
395
$6K ﹤0.01%
+93
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$6K ﹤0.01%
170
397
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+115
398
$6K ﹤0.01%
154
399
$6K ﹤0.01%
70
400
$6K ﹤0.01%
+44