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
$176M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$6.39M
2
+$2.42M
3
+$988K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$829K
5
DBX icon
Dropbox
DBX
+$444K

Top Sells

1
+$1.99M
2
+$1.64M
3
+$1.13M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$840K
5
UBER icon
Uber
UBER
+$765K

Sector Composition

1 Technology 13.51%
2 Consumer Discretionary 8.83%
3 Communication Services 7.66%
4 Financials 5.93%
5 Healthcare 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.51M 0.86%
7,823
27
$1.5M 0.86%
49,655
28
$1.29M 0.73%
6,021
29
$1.22M 0.69%
3,248
-12
30
$1.21M 0.69%
13,860
31
$1.19M 0.68%
6,109
-4,318
32
$1.14M 0.65%
20,999
-8,000
33
$1.11M 0.63%
6,590
-294
34
$1.06M 0.6%
4,765
35
$1.01M 0.57%
20,000
36
$1.01M 0.57%
19,213
37
$1M 0.57%
8,631
38
$958K 0.54%
43,079
39
$919K 0.52%
8,099
-531
40
$829K 0.47%
+4,011
41
$816K 0.46%
2,594
42
$797K 0.45%
1,205
+280
43
$789K 0.45%
62,121
44
$748K 0.43%
2,445
-172
45
$739K 0.42%
3,215
+17
46
$700K 0.4%
35,710
+111
47
$686K 0.39%
19,288
48
$671K 0.38%
3,127
49
$657K 0.37%
9,970
50
$618K 0.35%
865
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