NLG
New Legacy Group Portfolio holdings
AUM
$36.6M
This Quarter Return
+13.66%
1 Year Return
+36.77%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$39.5M
AUM Growth
+$39.5M
(+12%)
Cap. Flow
+$209K
Cap. Flow
% of AUM
0.53%
Top 10 Holdings %
Top 10 Hldgs %
80.4%
Holding
27
New
1
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Russell 2000 Growth ETF
IWO
|
$209K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 22.18% |
| 2 | Technology | 11.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
SPDR S&P Biotech ETF
XBI
$5.21B
| $233K | 0.59% |
2,805
| – | – |
|
|
27
iShares Russell 2000 Growth ETF
IWO
$12.2B
| $209K | 0.53% |
+862
| New | +$209K |
|