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
$151M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$735K
3
+$571K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$565K
5
ZS icon
Zscaler
ZS
+$366K

Top Sells

1
+$1.5M
2
+$606K
3
+$570K
4
CVX icon
Chevron
CVX
+$372K
5
DD icon
DuPont de Nemours
DD
+$371K

Sector Composition

1 Technology 13.06%
2 Consumer Discretionary 9.32%
3 Communication Services 7.63%
4 Financials 5.72%
5 Healthcare 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.23M 0.81%
7,823
27
$1.2M 0.79%
49,655
28
$1.15M 0.76%
6,884
+334
29
$1.1M 0.72%
3,260
+301
30
$1.03M 0.68%
4,765
31
$1.02M 0.67%
13,860
-400
32
$995K 0.66%
6,021
-500
33
$932K 0.62%
28,999
34
$910K 0.6%
8,630
+581
35
$889K 0.59%
19,213
36
$881K 0.58%
20,000
37
$822K 0.54%
8,631
38
$813K 0.54%
3,198
+16
39
$753K 0.5%
4,250
40
$726K 0.48%
2,617
+172
41
$691K 0.46%
43,079
42
$686K 0.45%
3,127
-45
43
$658K 0.43%
865
44
$638K 0.42%
4,348
45
$634K 0.42%
22,263
46
$629K 0.42%
2,594
47
$618K 0.41%
62,121
48
$600K 0.4%
9,515
49
$578K 0.38%
925
50
$571K 0.38%
+8,397
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