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
$621M
AUM Growth
-$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$7.95M
2
+$5.37M
3
+$2.06M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.7M
5
AAPL icon
Apple
AAPL
+$1.49M

Top Sells

1
+$6.15M
2
+$2.28M
3
+$1.07M
4
BDX icon
Becton Dickinson
BDX
+$817K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$723K

Sector Composition

1 Industrials 20.8%
2 Technology 17.32%
3 Healthcare 10.87%
4 Consumer Discretionary 6.92%
5 Financials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.51M 0.73%
12,582
+144
27
$4.36M 0.7%
20,969
-700
28
$4.35M 0.7%
35,489
+4,270
29
$4.05M 0.65%
11,558
+296
30
$3.98M 0.64%
22,094
-820
31
$3.95M 0.64%
34,980
-1,247
32
$3.88M 0.62%
5,602
-790
33
$3.81M 0.61%
14,471
+5,092
34
$3.81M 0.61%
14,176
-217
35
$3.7M 0.6%
23,718
-6,891
36
$3.5M 0.56%
50,083
-1,582
37
$3.45M 0.56%
281,104
38
$3.43M 0.55%
12,536
+1,013
39
$3.41M 0.55%
11,273
+1,042
40
$3.39M 0.55%
43,452
-1,655
41
$3.37M 0.54%
101,707
+11,589
42
$3.32M 0.53%
47,493
-1,005
43
$3.27M 0.53%
12,284
-8,562
44
$3.26M 0.53%
49,413
-2,040
45
$3.25M 0.52%
8,199
+818
46
$3.2M 0.52%
39,533
-686
47
$3.18M 0.51%
12,718
+3,593
48
$3.15M 0.51%
6,209
-160
49
$3.1M 0.5%
20,804
+3,382
50
$3.05M 0.49%
54,137
+666
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