LA

Legacy Advisors Portfolio holdings

AUM $931M
1-Year Est. Return 17.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.91%
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
+$3.51M
2
+$1.37M
3
+$1.13M
4
KO icon
Coca-Cola
KO
+$1M
5
PM icon
Philip Morris
PM
+$970K

Top Sells

1
+$17.5M
2
+$3.25M
3
+$2.56M
4
INTC icon
Intel
INTC
+$1.1M
5
CVS icon
CVS Health
CVS
+$950K

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%
5,905
280
$250K 0.03%
1,912
-120
281
$250K 0.03%
2,445
-728
282
$247K 0.03%
3,887
+374
283
$243K 0.03%
190
-12
284
$243K 0.03%
1,456
-34
285
$243K 0.03%
42,500
286
$243K 0.03%
2,277
287
$240K 0.03%
228
+20
288
$239K 0.03%
2,468
+179
289
$236K 0.03%
1,558
+38
290
$236K 0.03%
1,560
-6
291
$233K 0.03%
1,924
292
$233K 0.03%
2,986
+734
293
$229K 0.03%
1,118
294
$229K 0.03%
2,919
+47
295
$227K 0.03%
+3,598
296
$227K 0.03%
+402
297
$225K 0.03%
3,209
+450
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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