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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
426
– –
-1,098
427
– –
-70,512
428
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-14,100
429
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-7,824
430
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-21,622
431
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-1,169
432
– –
-11,334
433
– –
-4,513
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