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
$250M
AUM Growth
+$3.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$2.02M
3
+$1.15M
4
HYFM icon
Hydrofarm Holdings
HYFM
+$802K
5
UP icon
Wheels Up
UP
+$368K

Top Sells

1
+$736K
2
+$701K
3
+$565K
4
TLND
Talend S.A. American Depositary Shares
TLND
+$470K
5
PGR icon
Progressive
PGR
+$210K

Sector Composition

1 Technology 16%
2 Communication Services 10.38%
3 Financials 5.83%
4 Consumer Discretionary 4.78%
5 Healthcare 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$726K 0.29%
3,710
+2
52
$708K 0.28%
3,218
+4
53
$684K 0.27%
866
+1
54
$682K 0.27%
2,600
55
$679K 0.27%
19,299
+11
56
$642K 0.26%
18,631
+262
57
$638K 0.26%
5,642
+4
58
$634K 0.25%
2,981
+24
59
$634K 0.25%
17,361
60
$629K 0.25%
4,351
+3
61
$609K 0.24%
12,462
-121
62
$598K 0.24%
7,727
63
$585K 0.23%
2,595
+1
64
$584K 0.23%
20,000
65
$570K 0.23%
8,025
66
$543K 0.22%
3,317
+19
67
$542K 0.22%
4,909
+546
68
$541K 0.22%
1,710
69
$538K 0.22%
9,905
+176
70
$510K 0.2%
11,846
+2,750
71
$508K 0.2%
9,970
72
$498K 0.2%
7,764
+8
73
$483K 0.19%
3,398
+3
74
$460K 0.18%
6,128
+341
75
$455K 0.18%
8,423
+685
1 2
3
4 5