LA
Legacy Advisors Portfolio holdings
AUM $971M
AUM
$971M
AUM Growth
-$59M (-6%)
Cap. Flow
+$42.6M
Cap. Flow % of AUM
4.39%
Top 10 Holdings %Top 10 Hldgs %
37.11%
Holding
474
New
64
Increased
212
Reduced
111
Closed
42
Top Buys
| 1 | $4.38M | |
| 2 | $4.38M | |
| 3 | $3.56M | |
| 4 | $2.83M | |
| 5 | $2.01M |
Top Sells
| 1 | $4.9M | |
| 2 | $2.77M | |
| 3 | $2.59M | |
| 4 | $1.45M | |
| 5 | $1.42M |
Sector Composition
| 1 | Technology | 22.51% |
| 2 | Industrials | 14.07% |
| 3 | Financials | 8.74% |
| 4 | Healthcare | 7.69% |
| 5 | Communication Services | 6.28% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -8,284 | Closed | – | |||
| $0 | 0% | 0 -8,127 | Closed | – | |||
| $0 | 0% | 0 -423 | Closed | – | |||
| $0 | 0% | 0 -14,252 | Closed | – | |||
| $0 | 0% | 0 -2,000 | Closed | – | |||
| $0 | 0% | 0 -2,024 | Closed | – | |||
| $0 | 0% | 0 -4,600 | Closed | – | |||
| $0 | 0% | 0 -29,663 | Closed | – | |||
| $0 | 0% | 0 -3,452 | Closed | – | |||
| $0 | 0% | 0 -1,460 | Closed | – | |||
| $0 | 0% | 0 -12,870 | Closed | – | |||
| $0 | 0% | 0 -2,318 | Closed | – | |||
| $0 | 0% | 0 -19,182 | Closed | – | |||
| $0 | 0% | 0 -1,995 | Closed | – | |||
| $0 | 0% | 0 -1,929 | Closed | – | |||
| $0 | 0% | 29,841 | New | – | |||
| $0 | 0% | 0 -11,254 | Closed | – | |||
| $0 | 0% | 0 -10,400 | Closed | – | |||
| $0 | 0% | 0 -450 | Closed | – | |||
| $0 | 0% | 0 -3,040 | Closed | – | |||
| $0 | 0% | 0 -807 | Closed | – | |||
| $0 | 0% | 0 -1,717 | Closed | – | |||
| $0 | 0% | 0 -2,358 | Closed | – | |||
| $0 | 0% | 0 -2,327 | Closed | – |
