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
101
$369K 0.18%
6,377
+31
102
$362K 0.18%
6,687
+1,232
103
$362K 0.18%
8,945
+8,500
104
$360K 0.18%
7,405
+3,973
105
$357K 0.18%
4,610
106
$351K 0.17%
46,343
107
$349K 0.17%
2,162
108
$347K 0.17%
4,710
+3,950
109
$339K 0.17%
9,500
-2,250
110
$332K 0.16%
35,840
+22,250
111
$322K 0.16%
6,092
+1,144
112
$314K 0.15%
1,813
113
$305K 0.15%
3,100
+1,959
114
$301K 0.15%
925
115
$301K 0.15%
1,399
116
$293K 0.14%
+4,000
117
$283K 0.14%
3,108
118
$280K 0.14%
3,703
+5
119
$278K 0.14%
2,606
120
$262K 0.13%
2,354
+1,354
121
$260K 0.13%
2,305
122
$253K 0.12%
+1,573
123
$251K 0.12%
3,933
+2,392
124
$247K 0.12%
2,806
+1,859
125
$244K 0.12%
+3,800
3 4
5
6 7