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
$158M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$687K
3
+$521K
4
CONE
CyrusOne Inc Common Stock
CONE
+$509K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$480K

Top Sells

1
+$446K
2
+$424K
3
+$383K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$343K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$328K

Sector Composition

1 Financials 10.94%
2 Technology 10.09%
3 Communication Services 6.79%
4 Consumer Discretionary 6.77%
5 Utilities 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.47M 0.93%
10,753
27
$1.46M 0.93%
4,481
+950
28
$1.43M 0.91%
82,436
29
$1.41M 0.9%
15,300
+680
30
$1.28M 0.81%
7,701
-539
31
$1.14M 0.73%
2,000
32
$1.13M 0.72%
25,196
33
$1.1M 0.7%
7,905
+1,411
34
$1.1M 0.7%
7,823
35
$1.05M 0.67%
15,740
+5,140
36
$1.03M 0.65%
8,791
-259
37
$1M 0.63%
6,109
-2,093
38
$951K 0.6%
12,803
+4,755
39
$930K 0.59%
20,674
+1,061
40
$921K 0.58%
13,196
-982
41
$869K 0.55%
3,078
42
$831K 0.53%
22,063
-575
43
$826K 0.52%
3,425
+266
44
$822K 0.52%
8,015
-329
45
$794K 0.5%
8,468
46
$781K 0.5%
43,079
47
$761K 0.48%
5,531
+146
48
$736K 0.47%
24,928
49
$702K 0.45%
10,480
+720
50
$700K 0.44%
10,901
+340
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