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
$923M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$8.17M
2
+$5.19M
3
+$2.76M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.34M
5
GLD icon
SPDR Gold Trust
GLD
+$2.33M

Top Sells

1
+$31.3M
2
+$1.03M
3
+$749K
4
FTNT icon
Fortinet
FTNT
+$662K
5
QCOM icon
Qualcomm
QCOM
+$545K

Sector Composition

1 Technology 26.26%
2 Industrials 13.73%
3 Healthcare 8.09%
4 Financials 7.42%
5 Communication Services 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$361K 0.04%
10,831
+1,766
277
$361K 0.04%
1,414
+176
278
$357K 0.04%
4,263
279
$351K 0.04%
2,777
+809
280
$347K 0.04%
1,817
+282
281
$346K 0.04%
1,068
+106
282
$342K 0.04%
1,182
+56
283
$335K 0.04%
1,033
-30
284
$334K 0.04%
2,144
+703
285
$334K 0.04%
1,681
+70
286
$328K 0.04%
104,270
-4,101
287
$328K 0.04%
1,832
288
$324K 0.04%
+4,429
289
$324K 0.04%
77
+10
290
$321K 0.03%
2,138
+8
291
$317K 0.03%
3,300
292
$314K 0.03%
+10,000
293
$313K 0.03%
298
+70
294
$312K 0.03%
42,500
295
$308K 0.03%
3,828
+230
296
$307K 0.03%
2,666
+11
297
$301K 0.03%
5,230
+180
298
$299K 0.03%
10,438
-9,470
299
$296K 0.03%
3,159
+173
300
$291K 0.03%
+2,168
10 11
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