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
$103M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Sells

1 +$1.89M
2 +$207K
3 +$143K
4
HLX icon
Helix Energy Solutions
HLX
+$73K
5
SNAK
Inventure Foods, Inc.
SNAK
+$70K

Sector Composition

1 Financials 16.73%
2 Utilities 8.19%
3 Consumer Discretionary 5.64%
4 Industrials 3.45%
5 Energy 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$8K 0.01%
100
-39
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$8K 0.01%
+365
278
$7K 0.01%
110
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$7K 0.01%
+53
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100
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$7K 0.01%
400
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+380
284
$7K 0.01%
62
285
$7K 0.01%
140
286
$7K 0.01%
278
287
$7K 0.01%
86
288
$7K 0.01%
+66
289
$6K 0.01%
117
290
$6K 0.01%
170
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291
$6K 0.01%
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$6K 0.01%
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$6K 0.01%
165
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$6K 0.01%
1,500
295
$6K 0.01%
+480
296
$5K ﹤0.01%
110
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$5K ﹤0.01%
100
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$5K ﹤0.01%
115
+75
299
$5K ﹤0.01%
75
300
$5K ﹤0.01%
+47