NLG
New Legacy Group Portfolio holdings
AUM
$36.6M
This Quarter Return
-2.4%
1 Year Return
+36.77%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$517M
AUM Growth
–
Cap. Flow
+$517M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
97.72%
Holding
32
New
32
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Rivian
RIVN
|
$472M |
| 2 |
Meta Platforms (Facebook)
META
|
$9.94M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$8.31M |
| 4 |
Uber
UBER
|
$3.17M |
| 5 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$3.08M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 91.27% |
| 2 | Communication Services | 1.92% |
| 3 | Technology | 0.85% |
| 4 | Healthcare | 0.12% |
