LA

Legacy Advisors Portfolio holdings

AUM $6.33M
1-Year Est. Return 22.3%
This Quarter Est. Return
1 Year Est. Return
+22.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$546M
AUM Growth
+$93.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$5.9M
3
+$3.27M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.44M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.8M

Top Sells

1
+$20.6M
2
+$11.3M
3
+$1.43M
4
CTSH icon
Cognizant
CTSH
+$681K
5
MMM icon
3M
MMM
+$518K

Sector Composition

1 Industrials 28.82%
2 Technology 11.09%
3 Healthcare 10.27%
4 Financials 5.89%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$218K 0.04%
3,107
227
$213K 0.04%
+4,485
228
$210K 0.04%
10,438
229
$210K 0.04%
+623
230
$209K 0.04%
+11,347
231
$205K 0.04%
2,594
232
$203K 0.04%
+2,011
233
$201K 0.04%
+1,800
234
$187K 0.03%
13,675
235
$184K 0.03%
42,500
236
$170K 0.03%
50,000
237
$151K 0.03%
14,000
238
$142K 0.03%
322,656
239
$58K 0.01%
104,425
240
$46.9K 0.01%
+10,000
241
$32.8K 0.01%
2,119
242
$18.8K ﹤0.01%
20,258
243
– –
-11,856
244
– –
-2,602
245
– –
-32,708
246
– –
-12,662
247
– –
-5,606
248
– –
-5,642
249
– –
-125
250
– –
-10,000
7 8 9
10
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