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
$542M
AUM Growth
-$4.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$1.83M
3
+$1.61M
4
AAPL icon
Apple
AAPL
+$1.1M
5
EPD icon
Enterprise Products Partners
EPD
+$1.06M

Top Sells

1
+$51.4M
2
+$12.1M
3
+$5.9M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$1.07M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$887K

Sector Composition

1 Industrials 30.03%
2 Technology 15.41%
3 Healthcare 10.38%
4 Consumer Discretionary 6.65%
5 Financials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.01M 0.74%
126,593
27
$4M 0.74%
12,451
-466
28
$3.96M 0.73%
37,335
+2,143
29
$3.93M 0.72%
281,104
30
$3.91M 0.72%
46,628
-7,479
31
$3.82M 0.7%
23,408
+2,991
32
$3.78M 0.7%
13,228
+2,066
33
$3.77M 0.7%
6,545
+318
34
$3.74M 0.69%
53,293
+3,292
35
$3.7M 0.68%
49,804
+1,743
36
$3.59M 0.66%
11,638
+203
37
$3.55M 0.65%
14,688
+742
38
$3.47M 0.64%
16,363
+82
39
$3.47M 0.64%
16,470
+980
40
$3.43M 0.63%
54,968
+3,100
41
$3.24M 0.6%
11,363
+1,362
42
$2.95M 0.54%
38,633
+2,239
43
$2.82M 0.52%
13,924
+735
44
$2.82M 0.52%
18,652
-1,688
45
$2.78M 0.51%
28,214
+1,591
46
$2.72M 0.5%
72,417
+4,084
47
$2.64M 0.49%
2,000
48
$2.63M 0.48%
64,343
+10,024
49
$2.62M 0.48%
25,145
+1,503
50
$2.61M 0.48%
10,684
+457
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