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
251
$449K 0.05%
30,244
+490
252
$449K 0.05%
2,625
+14
253
$439K 0.05%
9,279
+935
254
$435K 0.05%
6,920
+1,528
255
$430K 0.05%
1,514
256
$425K 0.05%
5,818
+1,138
257
$422K 0.05%
4,011
+1,249
258
$417K 0.05%
+500
259
$415K 0.05%
1,597
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260
$413K 0.04%
799
+95
261
$404K 0.04%
5,677
262
$403K 0.04%
3,607
-39
263
$398K 0.04%
1,629
+89
264
$390K 0.04%
617
+198
265
$384K 0.04%
+1,875
266
$380K 0.04%
+2,368
267
$379K 0.04%
1,975
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268
$374K 0.04%
4,203
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269
$373K 0.04%
18,687
+34
270
$372K 0.04%
8,171
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271
$372K 0.04%
3,872
+296
272
$370K 0.04%
1,860
+1
273
$367K 0.04%
790
+241
274
$364K 0.04%
2,087
275
$363K 0.04%
1,998
+59
9 10
11
12 13