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
$542M
AUM Growth
-$4.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$1.83M
3
+$1.61M
4
AAPL icon
Apple
AAPL
+$1.1M
5
EPD icon
Enterprise Products Partners
EPD
+$1.06M

Top Sells

1
+$51.4M
2
+$12.1M
3
+$5.9M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$1.07M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$887K

Sector Composition

1 Industrials 30.03%
2 Technology 15.41%
3 Healthcare 10.38%
4 Consumer Discretionary 6.65%
5 Financials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$218K 0.04%
1,575
227
$213K 0.04%
+869
228
$211K 0.04%
+4,750
229
$210K 0.04%
+2,308
230
$210K 0.04%
+1,223
231
$209K 0.04%
+6,075
232
$208K 0.04%
10,438
233
$208K 0.04%
13,675
234
$207K 0.04%
502
-23
235
$207K 0.04%
+1,803
236
$206K 0.04%
3,107
237
$205K 0.04%
4,682
238
$205K 0.04%
50,000
239
$204K 0.04%
+7,499
240
$201K 0.04%
+4,300
241
$200K 0.04%
1,048
-79
242
$147K 0.03%
14,000
243
$127K 0.02%
322,656
244
$60.6K 0.01%
104,425
245
$47.6K 0.01%
+35,000
246
$37.5K 0.01%
10,000
247
$36.7K 0.01%
2,119
248
$33.3K 0.01%
10,670
-75,268
249
$17.1K ﹤0.01%
20,258
250
– –
-27,461
7 8 9
10
11