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
76
$681K 0.34%
2,000
77
$664K 0.33%
5,942
+4,842
78
$656K 0.32%
10,561
79
$650K 0.32%
3,594
80
$642K 0.32%
10,760
+120
81
$618K 0.3%
14,772
+6,022
82
$616K 0.3%
10,200
+800
83
$614K 0.3%
7,080
+6,080
84
$605K 0.3%
6,040
+3,980
85
$603K 0.3%
3,542
+2,917
86
$603K 0.3%
12,997
+1,182
87
$571K 0.28%
2,918
88
$541K 0.27%
2,042
89
$516K 0.25%
3,232
+3,014
90
$510K 0.25%
9,549
+3,992
91
$497K 0.24%
8,746
+3,218
92
$482K 0.24%
+7,275
93
$472K 0.23%
9,327
+185
94
$443K 0.22%
10,675
-202
95
$438K 0.22%
2,616
+10
96
$435K 0.21%
6,068
+4,350
97
$430K 0.21%
3,369
+6
98
$423K 0.21%
3,750
99
$379K 0.19%
12,108
100
$373K 0.18%
5,277
2 3
4
5 6