LA

Legacy Advisors Portfolio holdings

AUM $931M
1-Year Est. Return 17.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.33M
AUM Growth
-$965M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M

Top Sells

1
+$96.1M
2
+$48.6M
3
+$42.5M
4
AAPL icon
Apple
AAPL
+$33.1M
5
MSFT icon
Microsoft
MSFT
+$22.3M

Sector Composition

1 Technology 28.28%
2 Industrials 10.17%
3 Financials 4.44%
4 Consumer Discretionary 0.9%
5 Communication Services 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-74,016
27
– –
-29,808
28
– –
-42,011
29
– –
-12,154
30
– –
-20,035
31
– –
-11,077
32
– –
-9,278
33
– –
-11,690
34
– –
-28,513
35
– –
-10,295
36
– –
-669
37
– –
-40,106
38
– –
-1,371
39
– –
-2,642
40
– –
-23,966
41
– –
-1,931
42
– –
-53,508
43
– –
-442
44
– –
-17
45
– –
-44
46
– –
-955
47
– –
-6,677
48
– –
-10,494
49
– –
-4,110
50
– –
-1,159
1
2
3 4 5