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
301
$290K 0.03%
2,120
-325
302
$288K 0.03%
1,769
+12
303
$287K 0.03%
+4,531
304
$282K 0.03%
1,878
+32
305
$279K 0.03%
2,306
+64
306
$278K 0.03%
3,372
+163
307
$276K 0.03%
1,551
-9
308
$274K 0.03%
1,954
+42
309
$271K 0.03%
2,609
+141
310
$266K 0.03%
+8,424
311
$266K 0.03%
1,069
-15
312
$263K 0.03%
1,529
+73
313
$263K 0.03%
5,905
314
$262K 0.03%
+1,001
315
$262K 0.03%
+950
316
$261K 0.03%
+2,859
317
$260K 0.03%
1,924
318
$259K 0.03%
+2,181
319
$258K 0.03%
3,073
+253
320
$257K 0.03%
6,351
321
$255K 0.03%
+5,110
322
$255K 0.03%
+6,500
323
$255K 0.03%
1,506
+101
324
$253K 0.03%
+2,200
325
$253K 0.03%
3,512
+291
11 12
13
14 15