Portfolio (Quarterly)
Guide ↗
Legacy Advisors, LLC
· CIK 0001720969| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | BLK | BLACKROCK INC | Financial Services | 195 | $209K | 0.02% | SOLD |
| 22 | VOOG | VANGUARD ADMIRAL FDS INC | — | 464 | $206K | 0.02% | SOLD |
| 23 | MNST | MONSTER BEVERAGE CORP NEW | Consumer Defensive | 2,630 | $202K | 0.02% | SOLD |
| 24 | LOW | LOWES COS INC | Consumer Cyclical | 830 | $200K | 0.02% | SOLD |
| 25 | IIM | INVESCO VALUE MUN INCOME TR | Financial Services | 12,080 | $149K | 0.02% | SOLD |
| 26 | HYT | BLACKROCK CORPOR HI YLD FD I | Financial Services | 14,699 | $131K | 0.01% | SOLD |
| 27 | — | INTENSITY THERAPEUTICS INC | — | 153,447 | $63K | 0.01% | SOLD |
| 28 | — | NINE ENERGY SERVICE INC | — | 29,042 | $10K | 0.00% | SOLD |
Sector Allocation
Technology
28.5%
Financial Services
21.4%
Industrials
14.1%
Communication Services
12.3%
Consumer Cyclical
8.9%
Healthcare
7.2%
Energy
3.7%
Consumer Defensive
2.0%
Utilities
1.0%
Basic Materials
0.4%