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
$32.2M
AUM Growth
-$6.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$3.42M
2 +$102K

Sector Composition

1 Communication Services 11.43%
2 Technology 8.12%
3 Consumer Discretionary 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$239K 0.74%
4,200
27
$233K 0.72%
2,805