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
451
$1K ﹤0.01%
145
-5,531
452
$1K ﹤0.01%
7
453
$1K ﹤0.01%
+27
454
$1K ﹤0.01%
14
455
$1K ﹤0.01%
30
456
– –
-4,000
457
$0 ﹤0.01%
16
458
– –
-381
459
$0 ﹤0.01%
4
460
– –
-2,596
461
– –
-3,500
462
– –
-1
463
– –
-8,767
464
– –
-205
465
– –
-200
466
– –
-110
467
– –
-150
468
– –
-650
469
$0 ﹤0.01%
20
470
– –
-200
471
– –
-1,250
472
– –
-220
473
– –
-1,393
474
– –
-2,100
475
– –
-6
17 18
19
20 21