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
$134M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$373K
3
+$273K
4
NLY icon
Annaly Capital Management
NLY
+$251K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$237K

Top Sells

1
+$1.17M
2
+$972K
3
+$575K
4
AMZN icon
Amazon
AMZN
+$436K
5
AXS icon
AXIS Capital
AXS
+$334K

Sector Composition

1 Financials 11.2%
2 Consumer Discretionary 6.84%
3 Communication Services 6.5%
4 Utilities 6.5%
5 Technology 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$611K 0.46%
3,159
+18
52
$596K 0.45%
9,760
-1,240
53
$583K 0.44%
7,012
54
$554K 0.41%
13,760
+2,913
55
$536K 0.4%
10,561
56
$508K 0.38%
8,048
+200
57
$499K 0.37%
7,004
-90
58
$489K 0.37%
6,094
+84
59
$467K 0.35%
11,808
+837
60
$466K 0.35%
8,859
61
$457K 0.34%
13,409
-126
62
$452K 0.34%
3,395
+5
63
$450K 0.34%
8,200
+227
64
$423K 0.32%
10,945
+2,000
65
$410K 0.31%
3,594
66
$404K 0.3%
14,131
+67
67
$395K 0.3%
5,950
68
$395K 0.3%
6,544
+310
69
$390K 0.29%
4,710
70
$386K 0.29%
4,363
71
$383K 0.29%
6,583
+100
72
$381K 0.29%
925
73
$374K 0.28%
6,020
74
$353K 0.26%
3,108
75
$346K 0.26%
2,780
-770
1 2
3
4 5