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
$267M
AUM Growth
-$251M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1 +$401K
2 +$225K
3 +$98.8K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$20.6K

Top Sells

1 +$1.34M
2 +$243K
3 +$233K
4
EBIZ icon
Global X E-commerce ETF
EBIZ
+$228K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$215K

Sector Composition

1 Consumer Discretionary 85.77%
2 Communication Services 2.55%
3 Technology 1.46%
4 Healthcare 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$312K 0.12%
1,923
-1,323
27
$281K 0.11%
2,050
+150
28
$252K 0.09%
2,805
-2,700
29
$221K 0.08%
862
30
-3,800
31
-8,300
32
-5,700