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
$517M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1 +$472M
2 +$9.94M
3 +$8.31M
4
UBER icon
Uber
UBER
+$3.17M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.08M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 91.27%
2 Communication Services 1.92%
3 Technology 0.85%
4 Healthcare 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$402K 0.08%
+2,431
27
$353K 0.07%
+4,200
28
$268K 0.05%
+1,900
29
$253K 0.05%
+862
30
$233K 0.05%
+3,800
31
$228K 0.04%
+8,300
32
$209K 0.04%
+5,700