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
$226M
AUM Growth
+$50.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$27.2M
2
+$5.77M
3
+$2.62M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.74M
5
PNC icon
PNC Financial Services
PNC
+$650K

Top Sells

1
+$459K
2
+$316K
3
+$213K
4
CPRT icon
Copart
CPRT
+$208K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$207K

Sector Composition

1 Industrials 14.76%
2 Technology 10.7%
3 Consumer Discretionary 6.51%
4 Communication Services 6.45%
5 Financials 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.57M 0.69%
9,790
27
$1.54M 0.68%
3,078
28
$1.5M 0.66%
14,520
+660
29
$1.44M 0.64%
18,064
30
$1.42M 0.63%
7,823
31
$1.29M 0.57%
3,248
32
$1.26M 0.56%
6,109
33
$1.12M 0.5%
6,610
+20
34
$1.09M 0.48%
20,999
35
$1.09M 0.48%
8,631
36
$1.08M 0.48%
62,121
37
$1.05M 0.46%
43,079
38
$1.04M 0.46%
19,213
39
$991K 0.44%
20,000
40
$982K 0.43%
12,406
+4,394
41
$965K 0.43%
4,765
42
$949K 0.42%
8,127
+28
43
$917K 0.41%
4,144
+133
44
$807K 0.36%
2,445
45
$788K 0.35%
35,806
+96
46
$769K 0.34%
19,288
47
$744K 0.33%
1,205
48
$738K 0.33%
9,970
49
$731K 0.32%
2,939
-276
50
$695K 0.31%
2,594
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