LA
Legacy Advisors Portfolio holdings
AUM
$6.33M
1-Year Return
22.3%
This Quarter Return
+9.33%
1 Year Return
+22.3%
3 Year Return
+95.6%
5 Year Return
+147.33%
10 Year Return
–
AUM
$542M
AUM Growth
-$4.57M
(-0.84%)
Cap. Flow
-$45.9M
Cap. Flow
% of AUM
-8.47%
Top 10 Holdings %
Top 10 Hldgs %
43.14%
Holding
260
New
18
Increased
148
Reduced
36
Closed
11
Top Buys
| 1 |
Vertex
VERX
|
$6.4M |
| 2 |
Service Corp International
SCI
|
$1.83M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.61M |
| 4 |
Apple
AAPL
|
$1.1M |
| 5 |
Enterprise Products Partners
EPD
|
$1.06M |
Top Sells
| 1 |
iShares S&P 100 ETF
OEF
|
$51.4M |
| 2 |
MasTec
MTZ
|
$12.1M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$5.9M |
| 4 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
$1.07M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$887K |
Sector Composition
| 1 | Industrials | 30.03% |
| 2 | Technology | 15.41% |
| 3 | Healthcare | 10.31% |
| 4 | Consumer Discretionary | 6.65% |
| 5 | Financials | 5.96% |
