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
$823M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$1.67M
3
+$1.09M
4
KO icon
Coca-Cola
KO
+$1.03M
5
PM icon
Philip Morris
PM
+$1.02M

Top Sells

1
+$18.5M
2
+$3.25M
3
+$2.6M
4
INTC icon
Intel
INTC
+$1.04M
5
UBER icon
Uber
UBER
+$960K

Sector Composition

1 Technology 27.7%
2 Industrials 16.52%
3 Healthcare 7.5%
4 Financials 6.2%
5 Communication Services 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.31M 0.65%
13,065
+232
27
$4.93M 0.6%
16,262
+332
28
$4.9M 0.6%
24,236
+3,887
29
$4.77M 0.58%
281,104
-5,000
30
$4.76M 0.58%
28,845
-25
31
$4.64M 0.56%
18,202
+1,288
32
$4.37M 0.53%
11,989
+500
33
$4M 0.49%
6,091
-288
34
$3.99M 0.48%
9,034
+316
35
$3.98M 0.48%
11,568
-1,144
36
$3.75M 0.46%
22,728
-1,146
37
$3.72M 0.45%
15,347
+540
38
$3.64M 0.44%
10,692
+237
39
$3.48M 0.42%
93,404
-6,399
40
$3.42M 0.42%
29,699
-1,362
41
$3.41M 0.41%
19,872
+52
42
$3.36M 0.41%
49,752
-3,404
43
$3.36M 0.41%
13,810
+3
44
$3.35M 0.41%
20,900
+5,730
45
$3.24M 0.39%
31,152
+1,022
46
$3.21M 0.39%
25,231
47
$3.2M 0.39%
3,764
+514
48
$3.14M 0.38%
52,136
+35
49
$3.05M 0.37%
25,748
50
$3.03M 0.37%
1,846
-154
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2
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