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
$923M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$8.17M
2
+$5.19M
3
+$2.76M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.34M
5
GLD icon
SPDR Gold Trust
GLD
+$2.33M

Top Sells

1
+$31.3M
2
+$1.03M
3
+$749K
4
FTNT icon
Fortinet
FTNT
+$662K
5
QCOM icon
Qualcomm
QCOM
+$545K

Sector Composition

1 Technology 26.26%
2 Industrials 13.73%
3 Healthcare 8.09%
4 Financials 7.42%
5 Communication Services 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$580K 0.06%
4,041
+58
227
$577K 0.06%
+368
228
$566K 0.06%
+14,890
229
$566K 0.06%
3,310
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230
$553K 0.06%
2,314
-88
231
$549K 0.06%
2,828
-91
232
$549K 0.06%
+8,318
233
$544K 0.06%
5,241
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234
$542K 0.06%
2,395
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235
$536K 0.06%
917
+227
236
$527K 0.06%
3,165
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237
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2,265
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238
$522K 0.06%
9,996
239
$516K 0.06%
3,951
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240
$514K 0.06%
5,765
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241
$509K 0.06%
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242
$505K 0.05%
8,593
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243
$494K 0.05%
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244
$486K 0.05%
6,330
+2,745
245
$482K 0.05%
2,336
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246
$479K 0.05%
7,397
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247
$476K 0.05%
+2,505
248
$470K 0.05%
4,008
249
$456K 0.05%
1,432
-470
250
$451K 0.05%
10,060
+2,576
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10
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