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
$246M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$11.8M
3
+$4.57M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.64M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.35M

Top Sells

1
+$27.2M
2
+$954K
3
+$777K
4
GM icon
General Motors
GM
+$489K
5
F icon
Ford
F
+$459K

Sector Composition

1 Technology 15.95%
2 Communication Services 11.33%
3 Financials 6%
4 Consumer Discretionary 5.7%
5 Healthcare 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.87M 0.76%
7,823
27
$1.82M 0.74%
14,520
28
$1.76M 0.72%
20,483
+8,077
29
$1.69M 0.69%
3,078
30
$1.69M 0.68%
7,564
+1,455
31
$1.62M 0.66%
9,790
32
$1.48M 0.6%
18,064
33
$1.4M 0.57%
3,248
34
$1.33M 0.54%
4,765
35
$1.29M 0.52%
20,999
36
$1.1M 0.44%
19,213
37
$1.09M 0.44%
62,121
38
$1.05M 0.43%
5,048
-1,562
39
$1.03M 0.42%
8,158
+31
40
$1.01M 0.41%
4,272
+128
41
$984K 0.4%
8,631
42
$980K 0.4%
20,000
43
$970K 0.39%
41,079
-2,000
44
$869K 0.35%
1,205
45
$866K 0.35%
35,896
+90
46
$843K 0.34%
2,445
47
$802K 0.33%
1,376
48
$787K 0.32%
9,970
49
$770K 0.31%
3,214
-3,245
50
$763K 0.31%
19,288
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