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
276
$34.9K 0.01%
10,000
277
$34.8K 0.01%
104,425
278
$25.8K ﹤0.01%
2,119
279
$21.9K ﹤0.01%
20,258
280
$21.1K ﹤0.01%
+12,500
281
– –
-337
282
– –
-1,825
283
– –
-6,974
284
– –
-4,827
285
– –
-6,093
286
– –
-14,140
287
– –
-4,167
288
– –
-3,369
289
– –
-6,760
290
– –
-2,262
291
– –
-6,818
292
– –
-6,776
293
– –
-8,727
8 9 10 11
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