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Home > Institutional Investor > New Legacy Group, Llc > Profile

Instuitional Investor - New Legacy Group, Llc

Fund Profile
Filing Period:
Fund Name: New Legacy Group, Llc
Portfolio Value $36,574,742
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 18,387 $7,860,221 21.49%
2.
Meta Platforms Inc.
 META 24,250 $7,280,093 19.9%
3.
Uber Technologies Inc
 UBER 75,684 $3,480,707 9.51%
4.
Ishares Tr
 36,600 $2,698,152 7.37%
5.
Vanguard Intl Equity Index Funds
 VWO 51,332 $2,012,747 5.5%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)