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
$621M
AUM Growth
-$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$7.95M
2
+$5.37M
3
+$2.06M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.7M
5
AAPL icon
Apple
AAPL
+$1.49M

Top Sells

1
+$6.15M
2
+$2.28M
3
+$1.07M
4
BDX icon
Becton Dickinson
BDX
+$817K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$723K

Sector Composition

1 Industrials 20.8%
2 Technology 17.32%
3 Healthcare 10.87%
4 Consumer Discretionary 6.92%
5 Financials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$330K 0.05%
42,500
227
$329K 0.05%
5,677
228
$327K 0.05%
1,619
+43
229
$325K 0.05%
8,100
+2,450
230
$322K 0.05%
1,500
-211
231
$321K 0.05%
3,508
232
$300K 0.05%
5,266
+274
233
$290K 0.05%
+1,858
234
$289K 0.05%
5,256
+421
235
$288K 0.05%
15,357
+1,966
236
$286K 0.05%
1,739
+79
237
$282K 0.05%
3,972
-16
238
$282K 0.05%
6,533
+842
239
$282K 0.05%
10,438
240
$282K 0.05%
11,110
241
$282K 0.05%
1,702
242
$272K 0.04%
1,275
+17
243
$267K 0.04%
3,928
+589
244
$267K 0.04%
+1,804
245
$266K 0.04%
2,092
246
$265K 0.04%
4,122
+864
247
$265K 0.04%
4,944
248
$261K 0.04%
1,431
+40
249
$259K 0.04%
5,544
250
$256K 0.04%
+13,817
8 9
10
11 12