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
326
$251K 0.03%
+2,994
327
$251K 0.03%
5,173
-301
328
$249K 0.03%
+2,973
329
$248K 0.03%
3,963
+76
330
$247K 0.03%
2,237
+5
331
$244K 0.03%
2,919
332
$242K 0.03%
1,779
+47
333
$240K 0.03%
1,959
+244
334
$236K 0.03%
1,071
-88
335
$236K 0.03%
5,735
+14
336
$234K 0.03%
+4,800
337
$232K 0.03%
+993
338
$232K 0.03%
4,053
339
$230K 0.02%
+511
340
$229K 0.02%
+13,691
341
$229K 0.02%
700
+1
342
$227K 0.02%
+1,901
343
$226K 0.02%
+937
344
$225K 0.02%
+6,523
345
$223K 0.02%
2,700
346
$222K 0.02%
1,680
347
$222K 0.02%
+6,146
348
$221K 0.02%
2,005
349
$220K 0.02%
+1,629
350
$220K 0.02%
1,048
-149
12 13
14
15 16