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
$49.3M
AUM Growth
-$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$764K

Top Sells

1 +$99.6M
2 +$221K

Sector Composition

1 Consumer Discretionary 35.71%
2 Communication Services 9.99%
3 Technology 5.05%
4 Healthcare 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$238K 0.48%
4,200
27
$208K 0.42%
2,805
28
$144K 0.29%
240,575
29
-862