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
$38.8M
AUM Growth
-$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$13.4M
2 +$166K
3 +$144K
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$61K

Sector Composition

1 Consumer Discretionary 23.48%
2 Communication Services 10.69%
3 Technology 7.21%
4 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$244K 0.63%
4,200
27
$222K 0.57%
2,805
28
-240,575