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
376
$8K ﹤0.01%
27
377
$8K ﹤0.01%
+67
378
$8K ﹤0.01%
208
+124
379
$8K ﹤0.01%
+39
380
$8K ﹤0.01%
183
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%
158
388
$7K ﹤0.01%
+50
389
$7K ﹤0.01%
131
390
$7K ﹤0.01%
278
391
$7K ﹤0.01%
+111
392
$6K ﹤0.01%
+107
393
$6K ﹤0.01%
+93
394
$6K ﹤0.01%
170
395
$6K ﹤0.01%
+115
396
$6K ﹤0.01%
154
397
$6K ﹤0.01%
70
398
$6K ﹤0.01%
400
399
$6K ﹤0.01%
+44
400
$6K ﹤0.01%
+66