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
$126M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$821K
3
+$820K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$739K
5
CNO icon
CNO Financial Group
CNO
+$671K

Top Sells

1
+$3.8M
2
+$1.42M
3
+$1.19M
4
BAC icon
Bank of America
BAC
+$950K
5
AAPL icon
Apple
AAPL
+$912K

Sector Composition

1 Technology 12.77%
2 Consumer Discretionary 9.02%
3 Communication Services 8.61%
4 Financials 6.8%
5 Healthcare 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$606K 0.48%
7,698
-514
52
$585K 0.46%
3,172
+116
53
$584K 0.46%
22,263
54
$562K 0.45%
7,727
55
$472K 0.37%
925
56
$462K 0.37%
+6,000
57
$442K 0.35%
5,986
+18
58
$424K 0.34%
8,132
+100
59
$396K 0.31%
7,174
+940
60
$393K 0.31%
3,395
61
$371K 0.29%
6,988
62
$359K 0.29%
8,859
63
$353K 0.28%
10,361
+2,397
64
$351K 0.28%
5,962
-4,599
65
$346K 0.27%
1,100
66
$344K 0.27%
2,405
-1,413
67
$342K 0.27%
3,596
68
$340K 0.27%
+14,502
69
$330K 0.26%
21,308
70
$321K 0.25%
4,363
71
$311K 0.25%
5,807
72
$309K 0.25%
+1,376
73
$304K 0.24%
7,650
74
$288K 0.23%
5,638
75
$285K 0.23%
6,988
1 2
3
4 5