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
$923M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$8.17M
2
+$5.19M
3
+$2.76M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.34M
5
GLD icon
SPDR Gold Trust
GLD
+$2.33M

Top Sells

1
+$31.3M
2
+$1.03M
3
+$749K
4
FTNT icon
Fortinet
FTNT
+$662K
5
QCOM icon
Qualcomm
QCOM
+$545K

Sector Composition

1 Technology 26.26%
2 Industrials 13.73%
3 Healthcare 8.09%
4 Financials 7.42%
5 Communication Services 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.34M 0.69%
28,433
+640
27
$6.2M 0.67%
39,535
-2,341
28
$5.78M 0.63%
18,996
+794
29
$5.61M 0.61%
15,864
-398
30
$5.29M 0.57%
25,095
+859
31
$5.27M 0.57%
31,012
+2,167
32
$5.15M 0.56%
21,194
+9,600
33
$5.1M 0.55%
281,104
34
$5.06M 0.55%
10,248
+1,214
35
$4.99M 0.54%
12,324
+756
36
$4.84M 0.52%
18,492
+4,719
37
$4.5M 0.49%
11,989
38
$4.34M 0.47%
25,040
+2,312
39
$4.32M 0.47%
21,897
+2,025
40
$4.25M 0.46%
14,456
-891
41
$4.18M 0.45%
35,685
+5,986
42
$3.99M 0.43%
11,042
+350
43
$3.93M 0.43%
6,333
+242
44
$3.86M 0.42%
87,277
-6,127
45
$3.79M 0.41%
1,846
46
$3.75M 0.41%
14,214
+404
47
$3.72M 0.4%
32,670
+1,518
48
$3.58M 0.39%
25,231
49
$3.45M 0.37%
3,895
+131
50
$3.43M 0.37%
12,457
+2,437
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