NLG

New Legacy Group Portfolio holdings

AUM $36.6M
1-Year Est. Return 36.77%
This Quarter Est. Return
1 Year Est. Return
+36.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$36.6M
AUM Growth
-$2.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$222K
2
+$72.5K

Top Sells

1
+$1.89M
2
+$790K
3
+$209K

Sector Composition

1 Communication Services 19.9%
2 Technology 12.18%
3 Consumer Discretionary 0.61%
4 Industrials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GRBK icon
26
Green Brick Partners
GRBK
$2.92B
$222K 0.61%
+5,354
XBI icon
27
SPDR S&P Biotech ETF
XBI
$6.24B
$205K 0.56%
2,805
JOBY icon
28
Joby Aviation
JOBY
$14.3B
$72.5K 0.2%
+11,246
IWO icon
29
iShares Russell 2000 Growth ETF
IWO
$13.1B
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