LA

Legacy Advisors Portfolio holdings

AUM $6.33M
1-Year Est. Return 22.3%
This Quarter Est. Return
1 Year Est. Return
+22.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$373K
3
+$273K
4
NLY icon
Annaly Capital Management
NLY
+$251K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$237K

Top Sells

1
+$1.17M
2
+$972K
3
+$575K
4
AMZN icon
Amazon
AMZN
+$436K
5
AXS icon
AXIS Capital
AXS
+$334K

Sector Composition

1 Financials 11.2%
2 Consumer Discretionary 6.84%
3 Communication Services 6.5%
4 Utilities 6.5%
5 Technology 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.34M 1%
3,531
-562
27
$1.27M 0.95%
82,436
28
$1.27M 0.95%
14,620
-5,020
29
$1.25M 0.93%
8,240
+1,187
30
$1.24M 0.93%
8,202
+7,660
31
$1.15M 0.86%
25,196
32
$1.1M 0.82%
2,000
33
$1.1M 0.82%
7,823
34
$1.08M 0.81%
9,050
+389
35
$1M 0.75%
14,178
+632
36
$885K 0.66%
24,928
37
$884K 0.66%
19,613
+400
38
$817K 0.61%
3,035
+590
39
$797K 0.6%
22,638
+7,125
40
$781K 0.58%
3,078
41
$764K 0.57%
6,494
-1,821
42
$752K 0.56%
8,344
+216
43
$751K 0.56%
8,468
44
$738K 0.55%
5,385
-553
45
$682K 0.51%
43,079
-9,415
46
$666K 0.5%
3,101
+90
47
$659K 0.49%
8,000
48
$649K 0.49%
10,633
+6,115
49
$646K 0.48%
10,600
50
$615K 0.46%
4,430
+180
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