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
26
$1.83M 0.9%
24,961
+24,041
27
$1.82M 0.9%
+12,031
28
$1.81M 0.89%
15,465
+103
29
$1.78M 0.88%
20,246
30
$1.76M 0.87%
25,868
+19,925
31
$1.76M 0.86%
23,313
+677
32
$1.72M 0.85%
4,617
33
$1.68M 0.83%
35,708
+35,420
34
$1.66M 0.82%
+71,746
35
$1.66M 0.82%
+19,168
36
$1.64M 0.81%
11,341
-171
37
$1.6M 0.79%
6,008
+5,755
38
$1.6M 0.79%
+14,603
39
$1.58M 0.78%
+19,128
40
$1.56M 0.77%
18,544
+18,421
41
$1.55M 0.76%
28,789
+206
42
$1.55M 0.76%
18,707
+18,457
43
$1.51M 0.74%
17,719
-45
44
$1.4M 0.69%
10,753
+50
45
$1.39M 0.68%
12,161
+2,271
46
$1.38M 0.68%
8,180
+2,173
47
$1.38M 0.68%
22,530
+15,773
48
$1.37M 0.68%
64,624
49
$1.37M 0.67%
10,753
-185
50
$1.35M 0.66%
+13,130
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