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
$158M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$687K
3
+$521K
4
CONE
CyrusOne Inc Common Stock
CONE
+$509K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$480K

Top Sells

1
+$446K
2
+$424K
3
+$383K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$343K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$328K

Sector Composition

1 Financials 10.94%
2 Technology 10.09%
3 Communication Services 6.79%
4 Consumer Discretionary 6.77%
5 Utilities 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$697K 0.44%
2,445
-590
52
$687K 0.44%
+11,540
53
$680K 0.43%
8,000
54
$674K 0.43%
7,115
+103
55
$645K 0.41%
3,266
+165
56
$613K 0.39%
13,774
+14
57
$607K 0.39%
4,250
-180
58
$572K 0.36%
6,544
+450
59
$571K 0.36%
11,914
+6,402
60
$537K 0.34%
3,594
61
$521K 0.33%
+4,348
62
$511K 0.32%
13,749
+340
63
$509K 0.32%
+7,727
64
$493K 0.31%
3,395
65
$491K 0.31%
8,859
66
$480K 0.3%
+5,624
67
$451K 0.29%
10,945
68
$451K 0.29%
8,140
-60
69
$450K 0.29%
7,004
70
$449K 0.28%
925
71
$443K 0.28%
11,139
-669
72
$437K 0.28%
5,950
73
$437K 0.28%
3,497
+717
74
$431K 0.27%
+7,208
75
$421K 0.27%
+3,625
1 2
3
4 5