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
301
$221K 0.03%
+1,968
302
$220K 0.03%
666
+98
303
$219K 0.03%
2,232
-60
304
$217K 0.03%
+2,820
305
$216K 0.03%
1,535
-1,457
306
$216K 0.03%
+699
307
$215K 0.03%
4,053
308
$215K 0.03%
1,238
+59
309
$213K 0.03%
1,441
-4
310
$213K 0.03%
1,405
+97
311
$212K 0.03%
+1,238
312
$212K 0.03%
+1,197
313
$212K 0.03%
1,715
+15
314
$212K 0.03%
419
+27
315
$206K 0.03%
+5,721
316
$203K 0.02%
1,680
317
$203K 0.02%
16,170
-28,760
318
$201K 0.02%
+2,005
319
$199K 0.02%
+41,542
320
$105K 0.01%
+14,107
321
$96.4K 0.01%
+23,800
322
$95K 0.01%
50,000
323
$79K 0.01%
12,500
324
$49.4K 0.01%
10,000
325
$44.8K 0.01%
10,400
10 11 12
13
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