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
51
$1.33M 0.66%
39,278
+38,414
52
$1.31M 0.65%
55,773
53
$1.3M 0.64%
32,882
+32,134
54
$1.29M 0.64%
+18,810
55
$1.28M 0.63%
15,427
+13,402
56
$1.25M 0.62%
+43,088
57
$1.14M 0.56%
+11,478
58
$1.09M 0.54%
7,690
+7,627
59
$1.08M 0.53%
35,550
60
$1.05M 0.52%
+15,390
61
$1.04M 0.51%
57,740
+13,804
62
$1.03M 0.51%
5,870
+4,907
63
$1.03M 0.51%
12,365
+10,315
64
$1.02M 0.5%
7,823
65
$950K 0.47%
13,994
+3,234
66
$910K 0.45%
7,791
+1,235
67
$860K 0.42%
54,660
68
$823K 0.41%
7,293
+4,460
69
$805K 0.4%
14,264
70
$750K 0.37%
7,884
+30
71
$731K 0.36%
15,689
+7,873
72
$722K 0.36%
8,227
73
$703K 0.35%
27,703
+1,010
74
$697K 0.34%
135,848
75
$693K 0.34%
19,561
+1,688
1 2
3
4 5