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
426
$4K ﹤0.01%
63
427
$4K ﹤0.01%
+56
428
$4K ﹤0.01%
85
429
$3K ﹤0.01%
39
430
$3K ﹤0.01%
127
+79
431
$3K ﹤0.01%
60
432
$3K ﹤0.01%
63
433
$3K ﹤0.01%
45
434
$3K ﹤0.01%
52
435
$3K ﹤0.01%
2,450
436
$3K ﹤0.01%
89
437
$3K ﹤0.01%
165
438
$2K ﹤0.01%
40
439
$2K ﹤0.01%
48
440
$2K ﹤0.01%
26
441
$2K ﹤0.01%
14
442
$2K ﹤0.01%
7
443
$2K ﹤0.01%
+85
444
$2K ﹤0.01%
90
445
$2K ﹤0.01%
66
446
$2K ﹤0.01%
+250
447
$1K ﹤0.01%
+17
448
$1K ﹤0.01%
26
449
$1K ﹤0.01%
20
450
$1K ﹤0.01%
+20
16 17
18
19 20