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
$151M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$735K
3
+$571K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$565K
5
ZS icon
Zscaler
ZS
+$366K

Top Sells

1
+$1.5M
2
+$606K
3
+$570K
4
CVX icon
Chevron
CVX
+$372K
5
DD icon
DuPont de Nemours
DD
+$371K

Sector Composition

1 Technology 13.06%
2 Consumer Discretionary 9.32%
3 Communication Services 7.63%
4 Financials 5.72%
5 Healthcare 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$565K 0.37%
+10,528
52
$562K 0.37%
35,599
-295
53
$541K 0.36%
7,727
54
$528K 0.35%
19,288
55
$486K 0.32%
6,144
+158
56
$463K 0.31%
13,489
-273
57
$449K 0.3%
3,395
58
$442K 0.29%
7,436
+262
59
$428K 0.28%
5,943
-5,167
60
$419K 0.28%
21,308
61
$414K 0.27%
9,970
62
$402K 0.27%
1,376
63
$397K 0.26%
6,582
+620
64
$397K 0.26%
1,574
65
$392K 0.26%
1,100
66
$391K 0.26%
8,859
67
$375K 0.25%
4,363
68
$366K 0.24%
+2,600
69
$363K 0.24%
4,682
+520
70
$360K 0.24%
3,596
71
$345K 0.23%
5,638
72
$342K 0.23%
5,416
-584
73
$342K 0.23%
8,132
74
$333K 0.22%
5,807
75
$333K 0.22%
9,571
+545
1 2
3
4 5