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
$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
376
– –
-5,220
377
– –
-8,050
378
– –
-1,669
379
– –
-8,843
380
– –
-1,287
381
– –
-2,280
382
– –
-4,255
383
– –
-634
384
– –
-1,130
385
– –
-3,909
386
– –
-68,519
387
– –
-4,263
388
– –
-93,920
389
– –
-10
390
– –
-678
391
– –
-42,500
392
– –
-10,870
393
– –
-19,871
394
– –
-536
395
– –
-5,324
396
– –
-13,111
397
– –
-256
398
– –
-5,147
399
– –
-11,185
400
– –
-59,478
14 15
16
17 18