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
$476M
AUM Growth
-$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$2.64M
3
+$1.62M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.16M
5
JNJ icon
Johnson & Johnson
JNJ
+$820K

Top Sells

1
+$544K
2
+$535K
3
+$382K
4
KMI icon
Kinder Morgan
KMI
+$302K
5
DFS
Discover Financial Services
DFS
+$237K

Sector Composition

1 Industrials 31.36%
2 Technology 10%
3 Healthcare 8.24%
4 Financials 5.27%
5 Consumer Staples 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.95M 0.62%
6,500
+665
27
$2.94M 0.62%
16,853
+4,117
28
$2.77M 0.58%
13,120
+2,693
29
$2.59M 0.55%
126,688
+102
30
$2.59M 0.54%
20,368
+13
31
$2.58M 0.54%
12,416
32
$2.54M 0.53%
15,718
-1,313
33
$2.52M 0.53%
54,225
+6,475
34
$2.49M 0.52%
17,180
+210
35
$2.47M 0.52%
11,310
+128
36
$2.41M 0.51%
14,437
+2,136
37
$2.39M 0.5%
4,400
+682
38
$2.21M 0.47%
22,140
+2,669
39
$2.21M 0.46%
24,410
+2,215
40
$2.2M 0.46%
37,859
+4,313
41
$2.1M 0.44%
39,999
+8,520
42
$2.06M 0.43%
28,466
+4
43
$2.02M 0.42%
28,715
+3,122
44
$2M 0.42%
18,044
+2,024
45
$1.98M 0.42%
10,809
+762
46
$1.96M 0.41%
57,213
+6,616
47
$1.95M 0.41%
11,594
48
$1.94M 0.41%
31,139
+3,705
49
$1.91M 0.4%
17,420
+580
50
$1.88M 0.4%
30,282
+3,624
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