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
$246M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$11.8M
3
+$4.57M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.64M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.35M

Top Sells

1
+$27.2M
2
+$954K
3
+$777K
4
GM icon
General Motors
GM
+$489K
5
F icon
Ford
F
+$459K

Sector Composition

1 Technology 15.95%
2 Communication Services 11.33%
3 Financials 6%
4 Consumer Discretionary 5.7%
5 Healthcare 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$759K 0.31%
4,596
52
$736K 0.3%
9,515
53
$721K 0.29%
2,957
+18
54
$715K 0.29%
2,594
55
$707K 0.29%
3,708
56
$694K 0.28%
865
57
$654K 0.27%
4,348
58
$642K 0.26%
18,369
+7,221
59
$641K 0.26%
17,361
-3,947
60
$616K 0.25%
12,583
+8,329
61
$606K 0.25%
20,000
62
$594K 0.24%
8,025
63
$562K 0.23%
2,600
64
$553K 0.22%
7,727
65
$534K 0.22%
9,729
+3,756
66
$534K 0.22%
5,638
67
$530K 0.22%
3,395
68
$520K 0.21%
7,756
+1,204
69
$513K 0.21%
3,298
70
$488K 0.2%
4,363
71
$482K 0.2%
1,100
72
$470K 0.19%
7,165
+619
73
$454K 0.18%
14,502
74
$450K 0.18%
5,787
-256
75
$434K 0.18%
7,738
+929
1 2
3
4 5