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
$823M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$1.67M
3
+$1.09M
4
KO icon
Coca-Cola
KO
+$1.03M
5
PM icon
Philip Morris
PM
+$1.02M

Top Sells

1
+$18.5M
2
+$3.25M
3
+$2.6M
4
INTC icon
Intel
INTC
+$1.04M
5
UBER icon
Uber
UBER
+$960K

Sector Composition

1 Technology 27.7%
2 Industrials 16.52%
3 Healthcare 7.5%
4 Financials 6.2%
5 Communication Services 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$311K 0.04%
+3,300
252
$310K 0.04%
10,019
-33,609
253
$307K 0.04%
108,371
+76,394
254
$307K 0.04%
1,531
-2,382
255
$304K 0.04%
51,272
-60,000
256
$303K 0.04%
3,769
+455
257
$301K 0.04%
+1,832
258
$298K 0.04%
2,130
+8
259
$296K 0.04%
962
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260
$292K 0.04%
+1,846
261
$289K 0.04%
14,454
+205
262
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1,126
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263
$288K 0.04%
5,474
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264
$282K 0.03%
4,680
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265
$281K 0.03%
+1,939
266
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1,757
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267
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268
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67
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269
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4,263
270
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6,351
-1,897
271
$263K 0.03%
2,242
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272
$262K 0.03%
+1,084
273
$257K 0.03%
549
+2
274
$256K 0.03%
1,732
-3,420
275
$253K 0.03%
1,159
+24
9 10
11
12 13