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
351
$220K 0.02%
+565
352
$218K 0.02%
+1,266
353
$218K 0.02%
+3,539
354
$217K 0.02%
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355
$216K 0.02%
+401
356
$213K 0.02%
+9,653
357
$213K 0.02%
14,100
358
$211K 0.02%
+3,250
359
$211K 0.02%
1,940
-337
360
$210K 0.02%
+5,435
361
$210K 0.02%
+1,597
362
$208K 0.02%
1,278
+40
363
$206K 0.02%
+727
364
$206K 0.02%
+3,570
365
$162K 0.02%
50,000
366
$154K 0.02%
18,626
+4,519
367
$150K 0.02%
+20,413
368
$136K 0.01%
+15,215
369
$131K 0.01%
+11,254
370
$129K 0.01%
+19,142
371
$126K 0.01%
41,542
372
$122K 0.01%
29,663
+19,663
373
$87.6K 0.01%
23,800
374
$55.4K 0.01%
10,000
375
$43.2K ﹤0.01%
10,670
12 13 14
15
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