LA

Legacy Advisors Portfolio holdings

AUM $971M
This Quarter Return
-4.65%
1 Year Return
+15.43%
3 Year Return
+47.74%
5 Year Return
+171.4%
10 Year Return
–
AUM
$971M
AUM Growth
-$59M
Cap. Flow
+$24.9M
Cap. Flow %
2.56%
Top 10 Hldgs %
37.11%
Holding
474
New
64
Increased
212
Reduced
111
Closed
42

Top Buys

1
$4.38M
2
$4.38M
3
$3.56M
4
$2.83M
5
$2.01M

Top Sells

1
$4.9M
2
$2.77M
3
$2.59M
4
$2.25M
5
$1.74M

Sector Composition

1Technology22.51%
2Industrials14.07%
3Financials8.74%
4Healthcare7.69%
5Communication Services6.28%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$360K0.04% 4,401
+1,444
+49%
+$118K
$348K0.04%
+103
 New
+$348K
$345K0.04% 2,348
+197
+9%
+$28.9K
$342K0.04% 42,500––
$340K0.04% 2,469
+74
+3%
+$10.2K
$339K0.03% 1,896
+2
+0.1%
+$358
$339K0.03%
+4,628
 New
+$339K
$337K0.03% 1,609
+481
+43%
+$101K
$335K0.03% 1,965
+51
+3%
+$8.71K
$333K0.03% 8,171––
$331K0.03% 5,372
+904
+20%
+$55.7K
$330K0.03% 2,063
+166
+9%
+$26.5K
$322K0.03% 5,744
+1,694
+42%
+$95K
$319K0.03% 1,169
+116
+11%
+$31.6K
$317K0.03% 1,832––
$316K0.03% 3,371
+659
+24%
+$61.7K
$312K0.03% 6,207
-336
-5%
-$16.9K
$308K0.03%
+2,116
 New
+$308K
$307K0.03%
+1,538
 New
+$307K
$305K0.03% 1,770
+118
+7%
+$20.4K
$304K0.03% 1,178
+289
+33%
+$74.7K
$302K0.03%
+1
 New
+$302K
$302K0.03%
+8,327
 New
+$302K
$302K0.03% 2,628
+120
+5%
+$13.8K
$301K0.03% 3,967
-329
-8%
-$25K
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