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
$226M
AUM Growth
+$50.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$27.2M
2
+$5.77M
3
+$2.62M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.74M
5
PNC icon
PNC Financial Services
PNC
+$650K

Top Sells

1
+$459K
2
+$316K
3
+$213K
4
CPRT icon
Copart
CPRT
+$208K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$207K

Sector Composition

1 Industrials 14.76%
2 Technology 10.7%
3 Consumer Discretionary 6.51%
4 Communication Services 6.45%
5 Financials 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$653K 0.29%
21,308
52
$650K 0.29%
+3,708
53
$650K 0.29%
4,596
+1,000
54
$625K 0.28%
1,376
55
$619K 0.27%
11,093
+600
56
$612K 0.27%
4,348
57
$590K 0.26%
9,515
58
$588K 0.26%
865
59
$580K 0.26%
8,025
60
$533K 0.24%
20,000
61
$528K 0.23%
3,395
62
$523K 0.23%
7,727
63
$502K 0.22%
3,298
+875
64
$489K 0.22%
8,508
65
$486K 0.21%
14,502
66
$477K 0.21%
4,363
67
$459K 0.2%
37,468
68
$447K 0.2%
1,574
69
$446K 0.2%
2,600
70
$445K 0.2%
6,043
+19
71
$441K 0.19%
1,100
72
$437K 0.19%
7,650
73
$429K 0.19%
6,552
+575
74
$421K 0.19%
5,638
75
$417K 0.18%
6,546
+446
1 2
3
4 5