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
126
$241K 0.12%
8,108
127
$230K 0.11%
2,000
128
$221K 0.11%
4,000
+2,000
129
$220K 0.11%
2,322
+1,553
130
$215K 0.11%
+2,320
131
$210K 0.1%
1,618
132
$208K 0.1%
1,376
133
$208K 0.1%
+4,450
134
$205K 0.1%
3,354
135
$204K 0.1%
1,357
+73
136
$196K 0.1%
3,724
+2,404
137
$193K 0.1%
1,959
+9
138
$192K 0.09%
149
139
$186K 0.09%
6,466
-1,441
140
$186K 0.09%
5,520
+3,209
141
$186K 0.09%
1,391
+800
142
$185K 0.09%
+4,300
143
$185K 0.09%
5,000
144
$180K 0.09%
2,357
+2,260
145
$175K 0.09%
847
+250
146
$175K 0.09%
1,575
147
$169K 0.08%
2,489
148
$160K 0.08%
1,172
149
$159K 0.08%
338
+150
150
$159K 0.08%
2,184
+14
4 5
6
7 8