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
1
$18.1M 8.92%
49,320
+831
2
$8.38M 4.12%
28,812
+2,078
3
$5.69M 2.8%
154,215
4
$5.36M 2.64%
319,322
5
$4.95M 2.44%
16,821
-126
6
$4.72M 2.32%
17,587
7
$4.69M 2.31%
33,960
+17,938
8
$4.61M 2.27%
+59,040
9
$4.44M 2.19%
188,808
10
$4.31M 2.12%
79,417
+5,313
11
$4.01M 1.98%
+48,046
12
$2.9M 1.43%
50,341
13
$2.7M 1.33%
22,116
+8,978
14
$2.54M 1.25%
15,389
15
$2.48M 1.22%
15,282
+3,281
16
$2.33M 1.15%
11,253
+8,655
17
$2.33M 1.15%
14,156
+330
18
$2.32M 1.14%
41,148
+12,704
19
$2.29M 1.13%
14,667
20
$2.29M 1.13%
12,349
-155
21
$2.16M 1.07%
27,494
+25,694
22
$2.05M 1.01%
+17,881
23
$1.97M 0.97%
+21,359
24
$1.92M 0.95%
65,215
25
$1.92M 0.94%
5,368
+4,268
1
2 3 4 5