LA
Legacy Advisors Portfolio holdings
AUM $971M
AUM
$971M
AUM Growth
-$59M (-6%)
Cap. Flow
+$42.6M
Cap. Flow % of AUM
4.39%
Top 10 Holdings %Top 10 Hldgs %
37.11%
Holding
474
New
64
Increased
212
Reduced
111
Closed
42
Top Buys
| 1 | $4.38M | |
| 2 | $4.38M | |
| 3 | $3.56M | |
| 4 | $2.83M | |
| 5 | $2.01M |
Top Sells
| 1 | $4.9M | |
| 2 | $2.77M | |
| 3 | $2.59M | |
| 4 | $1.45M | |
| 5 | $1.42M |
Sector Composition
| 1 | Technology | 22.51% |
| 2 | Industrials | 14.07% |
| 3 | Financials | 8.74% |
| 4 | Healthcare | 7.69% |
| 5 | Communication Services | 6.28% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $647K | 0.07% | 684 +33 | +5% | +$31.2K | |||
| $642K | 0.07% | 4,090 -1,130 | -22% | -$177K | |||
| $641K | 0.07% | 13,631 +118 | +0.9% | +$5.55K | |||
| $637K | 0.07% | 390 | New | +$637K | |||
| $631K | 0.07% | 17,734 +320 | +2% | +$11.4K | |||
| $623K | 0.06% | 1,287 +49 | +4% | +$23.7K | |||
| $623K | 0.06% | 6,277 +3,836 | +157% | +$381K | |||
| $618K | 0.06% | 9,721 +926 | +11% | +$58.8K | |||
| $615K | 0.06% | 1,076 +2 | +0.2% | +$1.14K | |||
| $609K | 0.06% | 13,708 +36 | +0.3% | +$1.6K | |||
| $599K | 0.06% | 4,173 +57 | +1% | +$8.18K | |||
| $589K | 0.06% | 1,931 +425 | +28% | +$130K | |||
| $586K | 0.06% | 1,599 -34 | -2% | -$12.5K | |||
| $585K | 0.06% | 1,345 +145 | +12% | +$63.1K | |||
| $582K | 0.06% | 11,690 +1,200 | +11% | +$59.8K | |||
| $579K | 0.06% | 73,259 -27,468 | -27% | -$217K | |||
| $575K | 0.06% | 5,478 +11 | +0.2% | +$1.16K | |||
| $573K | 0.06% | 400 -30 | -7% | -$43K | |||
| $572K | 0.06% | 21,880 +7,575 | +53% | +$198K | |||
| $566K | 0.06% | 65,337 +6,064 | +10% | +$52.6K | |||
| $555K | 0.06% | 1,093 +271 | +33% | +$138K | |||
| $547K | 0.06% | 8,697 +188 | +2% | +$11.8K | |||
| $538K | 0.06% | 11,903 | – | – | |||
| $538K | 0.06% | 5,105 +3,128 | +158% | +$330K | |||
| $537K | 0.06% | 14,502 | – | – |
