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
451
$1K ﹤0.01%
14
452
$1K ﹤0.01%
30
453
$1K ﹤0.01%
20
454
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+20
455
$1K ﹤0.01%
145
-5,531
456
$0 ﹤0.01%
16
457
$0 ﹤0.01%
4
458
– –
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459
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460
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461
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-8,767
462
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-205
463
– –
-200
464
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-110
465
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-150
466
$0 ﹤0.01%
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467
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468
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470
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471
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472
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473
$0 ﹤0.01%
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+22
17 18
19
20 21