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
$250M
AUM Growth
+$3.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$2.02M
3
+$1.15M
4
HYFM icon
Hydrofarm Holdings
HYFM
+$802K
5
UP icon
Wheels Up
UP
+$368K

Top Sells

1
+$736K
2
+$701K
3
+$565K
4
TLND
Talend S.A. American Depositary Shares
TLND
+$470K
5
PGR icon
Progressive
PGR
+$210K

Sector Composition

1 Technology 16%
2 Communication Services 10.38%
3 Financials 5.83%
4 Consumer Discretionary 4.78%
5 Healthcare 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.95M 0.78%
14,640
+120
27
$1.92M 0.77%
3,079
+1
28
$1.77M 0.71%
7,964
+400
29
$1.75M 0.7%
20,292
-191
30
$1.61M 0.64%
9,790
31
$1.59M 0.64%
10,762
-4,735
32
$1.4M 0.56%
3,248
33
$1.23M 0.49%
4,766
+1
34
$1.21M 0.48%
18,069
+5
35
$1.17M 0.47%
19,000
-1,999
36
$1.15M 0.46%
+60,000
37
$1.14M 0.45%
4,792
+520
38
$1.09M 0.44%
62,121
39
$1.08M 0.43%
19,243
+30
40
$1.04M 0.42%
8,186
+28
41
$967K 0.39%
41,079
42
$960K 0.38%
8,631
43
$931K 0.37%
1,377
+1
44
$926K 0.37%
5,087
+39
45
$921K 0.37%
20,000
46
$877K 0.35%
1,206
+1
47
$827K 0.33%
2,445
48
$802K 0.32%
+2,119
49
$779K 0.31%
35,993
+97
50
$771K 0.31%
4,600
+4
1
2
3 4 5