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
401
$6K ﹤0.01%
+76
402
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+214
403
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339
+202
404
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440
405
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60
406
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407
$5K ﹤0.01%
91
408
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200
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+38
410
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414
$4K ﹤0.01%
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415
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49
416
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+94
417
$4K ﹤0.01%
+450
418
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50
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+2
420
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+3
421
$4K ﹤0.01%
+84
422
$4K ﹤0.01%
+45
423
$4K ﹤0.01%
258
424
$4K ﹤0.01%
+66
425
$4K ﹤0.01%
+36