We are live on ! Find out more
LA

Legacy Advisors Portfolio holdings

AUM $848M
1-Year Est. Return 21.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.33M
AUM Growth
-$965M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M

Top Sells

1
+$96.1M
2
+$48.6M
3
+$42.5M
4
AAPL icon
Apple
AAPL
+$33.1M
5
MSFT icon
Microsoft
MSFT
+$22.3M

Sector Composition

1 Technology 28.28%
2 Industrials 10.17%
3 Financials 4.44%
4 Consumer Discretionary 0.9%
5 Communication Services 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-256
352
– –
-5,147
353
– –
-11,185
354
– –
-59,478
355
– –
-2,044
356
– –
-79
357
– –
-3,857
358
– –
-10,598
359
– –
-25,918
360
– –
-20,218
361
– –
-3,905
362
– –
-10,768
363
– –
-9,865
364
– –
-1
365
– –
-2,469
366
– –
-4,441
367
– –
-3,426
368
– –
-1,413
369
– –
-1,789
370
– –
-2,512
371
– –
-6,499
372
– –
-6,678
373
– –
-1,914
374
– –
-6,818
375
– –
-148,104
13 14
15
16 17