LA

Legacy Advisors Portfolio holdings

AUM $971M
This Quarter Return
-4.65%
1 Year Return
+15.43%
3 Year Return
+47.74%
5 Year Return
+171.4%
10 Year Return
–
AUM
$971M
AUM Growth
-$59M
Cap. Flow
+$24.9M
Cap. Flow %
2.56%
Top 10 Hldgs %
37.11%
Holding
474
New
64
Increased
212
Reduced
111
Closed
42

Top Buys

1
$4.38M
2
$4.38M
3
$3.56M
4
$2.83M
5
$2.01M

Top Sells

1
$4.9M
2
$2.77M
3
$2.59M
4
$2.25M
5
$1.74M

Sector Composition

1Technology22.51%
2Industrials14.07%
3Financials8.74%
4Healthcare7.69%
5Communication Services6.28%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$3.81M0.39% 4,029
+133
+3%
+$126K
$3.79M0.39% 23,648
-2,998
-11%
-$480K
$3.67M0.38% 1,883––
$3.62M0.37% 14,859
+141
+1%
+$34.3K
$3.58M0.37% 127,927
+51,340
+67%
+$1.44M
$3.57M0.37% 12,972
+10,297
+385%
+$2.83M
$3.51M0.36% 13,562
-483
-3%
-$125K
$3.43M0.35% 11,894
-9,600
-45%
-$2.77M
$3.42M0.35% 25,231––
$3.41M0.35% 22,728
-7,830
-26%
-$1.17M
$3.33M0.34% 19,871
-55
-0.3%
-$9.21K
$3.23M0.33% 32,756
-286
-0.9%
-$28.2K
$3.22M0.33% 10,481
-629
-6%
-$193K
$3.21M0.33% 93,920
+834
+0.9%
+$28.5K
$3.13M0.32% 3,360
-310
-8%
-$289K
$2.81M0.29% 12,154
+275
+2%
+$63.7K
$2.78M0.29% 9,356
-1,746
-16%
-$520K
$2.76M0.28% 8,843
+427
+5%
+$133K
$2.75M0.28% 12,475
+1,810
+17%
+$400K
$2.71M0.28% 37,611
+10,705
+40%
+$771K
$2.64M0.27% 3,877
+132
+4%
+$89.7K
$2.58M0.27% 10,598
+392
+4%
+$95.4K
$2.56M0.26% 3,213
+56
+2%
+$44.6K
$2.51M0.26% 42,011
+861
+2%
+$51.5K
$2.5M0.26% 88,303
+1,948
+2%
+$55.1K
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