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
326
$43.5K 0.01%
10,000
-8,000
327
$27.2K ﹤0.01%
10,670
-1,004
328
– –
-3,040
329
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-12,444
330
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-10,074
331
– –
-22,336
332
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-2,009
333
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-3,721
334
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-2,119
335
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-666
336
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-15,261
337
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-1,252
338
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-4,238
339
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-2,756
340
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-6,820
341
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-10,000
342
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-83,277
343
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-24,500
344
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-1,100
345
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-3,921
346
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-62,121
347
– –
-3,430
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