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
$126M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$821K
3
+$820K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$739K
5
CNO icon
CNO Financial Group
CNO
+$671K

Top Sells

1
+$3.8M
2
+$1.42M
3
+$1.19M
4
BAC icon
Bank of America
BAC
+$950K
5
AAPL icon
Apple
AAPL
+$912K

Sector Composition

1 Technology 12.77%
2 Consumer Discretionary 9.02%
3 Communication Services 8.61%
4 Financials 6.8%
5 Healthcare 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.18M 0.94%
49,655
-40,021
27
$1.16M 0.92%
19,064
28
$1.01M 0.8%
14,260
+1,420
29
$991K 0.79%
11,110
+37
30
$956K 0.76%
6,109
31
$916K 0.73%
2,959
32
$821K 0.65%
+4,765
33
$820K 0.65%
+28,999
34
$811K 0.64%
20,000
35
$805K 0.64%
8,049
+17
36
$750K 0.6%
3,182
+8
37
$749K 0.59%
19,213
38
$728K 0.58%
6,550
-1,756
39
$711K 0.56%
4,250
40
$710K 0.56%
62,121
-20,315
41
$677K 0.54%
8,631
42
$671K 0.53%
+43,079
43
$670K 0.53%
2,594
-1,000
44
$652K 0.52%
35,894
-31,809
45
$636K 0.5%
19,288
-5,908
46
$630K 0.5%
2,445
47
$618K 0.49%
4,348
48
$615K 0.49%
13,762
+593
49
$610K 0.48%
9,515
50
$607K 0.48%
865
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