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
151
$156K 0.08%
9,060
152
$156K 0.08%
2,672
-204
153
$154K 0.08%
1,441
+6
154
$150K 0.07%
1,032
155
$150K 0.07%
+1,000
156
$148K 0.07%
1,626
157
$148K 0.07%
2,405
-255
158
$147K 0.07%
5,500
159
$145K 0.07%
2,206
+16
160
$143K 0.07%
1,424
-290
161
$142K 0.07%
2,551
162
$140K 0.07%
1,943
+448
163
$137K 0.07%
1,098
164
$136K 0.07%
579
+500
165
$131K 0.06%
+2,500
166
$127K 0.06%
+691
167
$125K 0.06%
1,236
168
$118K 0.06%
4,291
169
$116K 0.06%
+4,059
170
$116K 0.06%
7,350
-92
171
$116K 0.06%
+2,055
172
$115K 0.06%
856
+806
173
$115K 0.06%
+3,564
174
$113K 0.06%
+414
175
$108K 0.05%
945
5 6
7
8 9