LA

Legacy Advisors Portfolio holdings

AUM $931M
1-Year Est. Return 17.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.91%
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
+$7.87M
2
+$4.99M
3
+$2.66M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.27M
5
AMZN icon
Amazon
AMZN
+$2.24M

Top Sells

1
+$27.8M
2
+$1.03M
3
+$749K
4
FTNT icon
Fortinet
FTNT
+$583K
5
QCOM icon
Qualcomm
QCOM
+$566K

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
376
$42.3K ﹤0.01%
10,400
377
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378
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379
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-1,558
380
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-519
381
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-7,771
382
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-10,019
383
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-7,020
384
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-51,272
385
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-7,645
386
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-402
387
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-7,115
388
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-190
389
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-1,118
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