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
276
$253K 0.03%
9,065
+11
277
$252K 0.03%
+3,585
278
$252K 0.03%
18,653
-634
279
$251K 0.03%
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280
$250K 0.03%
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-120
281
$250K 0.03%
2,445
-728
282
$247K 0.03%
3,887
+374
283
$243K 0.03%
190
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284
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285
$243K 0.03%
42,500
286
$243K 0.03%
2,277
287
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228
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288
$239K 0.03%
2,468
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289
$236K 0.03%
1,558
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290
$236K 0.03%
1,560
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291
$233K 0.03%
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292
$233K 0.03%
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293
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294
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295
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296
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+402
297
$225K 0.03%
3,209
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298
$225K 0.03%
+3,221
299
$224K 0.03%
+2,700
300
$222K 0.03%
+14,100
10 11
12
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