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
401
– –
-7,608
402
– –
-26,607
403
– –
-5,756
404
– –
-5,744
405
– –
-9,543
406
– –
-2,639
407
– –
-2,495
408
– –
-1,965
409
– –
-3,015
410
– –
-2,023
411
– –
-4,413
412
– –
-32,756
413
– –
-5,309
414
– –
-7,093
415
– –
-88
416
– –
-8,030
417
– –
-1,924
418
– –
-10,929
419
– –
-1,020
420
– –
-4,401
421
– –
-14,859
422
– –
-599
423
– –
-1,345
424
– –
-11,446
425
– –
-4,263
14 15 16
17
18