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
$35.2M
AUM Growth
+$3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$1.68M

Sector Composition

1 Communication Services 18.41%
2 Technology 9.5%
3 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$214K 0.61%
2,805
27
-90,919