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
$515M
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$139M
2
+$7.77M
3
+$4.39M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.18M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.09M

Top Sells

1
+$4.39M
2
+$979K
3
+$869K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$703K
5
CONE
CyrusOne Inc Common Stock
CONE
+$693K

Sector Composition

1 Industrials 30.76%
2 Technology 10.75%
3 Healthcare 6.75%
4 Financials 5.31%
5 Communication Services 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.02M 0.59%
+13,548
27
$3.01M 0.58%
5,835
+4,504
28
$3M 0.58%
+17,626
29
$2.79M 0.54%
11,526
+8,675
30
$2.76M 0.54%
16,970
+14,924
31
$2.58M 0.5%
41,316
+36,499
32
$2.58M 0.5%
+12,736
33
$2.56M 0.5%
+47,750
34
$2.52M 0.49%
+33,546
35
$2.48M 0.48%
+22,195
36
$2.38M 0.46%
+10,427
37
$2.38M 0.46%
10,047
+2,224
38
$2.38M 0.46%
2,000
39
$2.35M 0.46%
16,840
+2,360
40
$2.34M 0.45%
+26,658
41
$2.31M 0.45%
+25,593
42
$2.2M 0.43%
+3,718
43
$2.19M 0.43%
+16,020
44
$2.16M 0.42%
28,462
+3
45
$2.09M 0.41%
11,594
+1,804
46
$2.06M 0.4%
12,301
+10,497
47
$2.04M 0.4%
14,875
+621
48
$1.85M 0.36%
19,471
+16,974
49
$1.75M 0.34%
3,146
+67
50
$1.73M 0.34%
+27,434
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