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
251
$250K 0.04%
2,499
+86
252
$249K 0.04%
4,966
-1,340
253
$248K 0.04%
2,418
+84
254
$238K 0.04%
2,615
+15
255
$238K 0.04%
2,310
+340
256
$235K 0.04%
909
-3,161
257
$233K 0.04%
4,802
+21
258
$225K 0.04%
9,446
+1,414
259
$222K 0.04%
+4,649
260
$219K 0.04%
+1,903
261
$219K 0.04%
945
+52
262
$219K 0.04%
13,675
263
$217K 0.04%
1,575
-318
264
$217K 0.03%
4,263
265
$216K 0.03%
6,075
266
$214K 0.03%
34,052
267
$212K 0.03%
24,500
268
$210K 0.03%
+4,573
269
$207K 0.03%
+1,924
270
$204K 0.03%
+1,467
271
$203K 0.03%
7,499
272
$201K 0.03%
+1,118
273
$188K 0.03%
50,000
274
$168K 0.03%
14,000
275
$55.5K 0.01%
11,420
8 9 10
11
12