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
$515M
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$139M
2
+$7.77M
3
+$4.39M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.18M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.09M

Top Sells

1
+$4.39M
2
+$979K
3
+$869K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$703K
5
CONE
CyrusOne Inc Common Stock
CONE
+$693K

Sector Composition

1 Industrials 30.76%
2 Technology 10.75%
3 Healthcare 6.75%
4 Financials 5.31%
5 Communication Services 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.73M 0.34%
5,130
+4,088
52
$1.7M 0.33%
+50,597
53
$1.66M 0.32%
12,098
+3,881
54
$1.63M 0.32%
31,479
+20,620
55
$1.59M 0.31%
38,515
-11,301
56
$1.57M 0.31%
17,616
-35
57
$1.55M 0.3%
+7,460
58
$1.54M 0.3%
+26,795
59
$1.47M 0.29%
3,248
-39
60
$1.47M 0.28%
+10,495
61
$1.43M 0.28%
+10,554
62
$1.4M 0.27%
+36,496
63
$1.23M 0.24%
8,033
+5,877
64
$1.22M 0.24%
+4,569
65
$1.19M 0.23%
+15,552
66
$1.17M 0.23%
+9,139
67
$1.14M 0.22%
10,513
+16
68
$1.14M 0.22%
12,566
+8,196
69
$1.12M 0.22%
+4,320
70
$1.09M 0.21%
3,651
+3,036
71
$1.09M 0.21%
23,331
+4,088
72
$1.08M 0.21%
+8,672
73
$1.05M 0.2%
+7,824
74
$1.05M 0.2%
18,436
+372
75
$1.04M 0.2%
2,892
+1,317
1 2
3
4 5