LA

Legacy Advisors Portfolio holdings

AUM $971M
This Quarter Return
-4.65%
1 Year Return
+15.43%
3 Year Return
+47.74%
5 Year Return
+171.4%
10 Year Return
AUM
$971M
AUM Growth
-$59M
Cap. Flow
+$24.9M
Cap. Flow %
2.56%
Top 10 Hldgs %
37.11%
Holding
474
New
64
Increased
212
Reduced
111
Closed
42

Sector Composition

1Technology22.51%
2Industrials14.07%
3Financials8.74%
4Healthcare7.69%
5Communication Services6.28%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$452K0.05% 3,914
-2,239
-36%
-$259K
$449K0.05% 678
+33
+5%
+$21.9K
$449K0.05% 738
+71
+11%
+$43.2K
$447K0.05%
+14
New
+$447K
$447K0.05%
+3,006
New
+$447K
$441K0.05%
+955
New
+$441K
$438K0.04% 95
+11
+13%
+$50.7K
$435K0.04% 974
+104
+12%
+$46.5K
$434K0.04%
+4,639
New
+$434K
$431K0.04% 2,496
+409
+20%
+$70.7K
$428K0.04% 1,413
+200
+16%
+$60.6K
$427K0.04%
+409
New
+$427K
$412K0.04% 2,356
$412K0.04% 4,263
$400K0.04% 13,849
+338
+3%
+$9.77K
$399K0.04% 5,677
$398K0.04% 3,562
+1,390
+64%
+$155K
$394K0.04% 3,905
+446
+13%
+$45K
$393K0.04% 20,579
-282
-1%
-$5.38K
$390K0.04% 4,240
-4,643
-52%
-$427K
$386K0.04% 1,914
+491
+35%
+$99K
$384K0.04% 6,615
+1,201
+22%
+$69.8K
$366K0.04% 10,070
+585
+6%
+$21.3K
$364K0.04% 4,513
+86
+2%
+$6.94K
$363K0.04% 1,159
+59
+5%
+$18.5K