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
$476M
AUM Growth
-$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$2.64M
3
+$1.62M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.16M
5
JNJ icon
Johnson & Johnson
JNJ
+$820K

Top Sells

1
+$544K
2
+$535K
3
+$382K
4
KMI icon
Kinder Morgan
KMI
+$302K
5
DFS
Discover Financial Services
DFS
+$237K

Sector Composition

1 Industrials 31.36%
2 Technology 10%
3 Healthcare 8.24%
4 Financials 5.27%
5 Consumer Staples 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.81M 0.38%
6,505
+1,375
52
$1.7M 0.36%
41,888
+5,392
53
$1.61M 0.34%
5,871
+2,220
54
$1.58M 0.33%
12,318
+220
55
$1.55M 0.33%
12,082
+1,528
56
$1.53M 0.32%
3,217
+71
57
$1.44M 0.3%
10,027
+1,994
58
$1.44M 0.3%
30,409
+3,614
59
$1.42M 0.3%
18,608
+6,042
60
$1.39M 0.29%
5,651
+1,331
61
$1.37M 0.29%
56,332
+19,791
62
$1.3M 0.27%
17,279
-337
63
$1.29M 0.27%
12,296
+1,801
64
$1.29M 0.27%
7,460
65
$1.27M 0.27%
2,000
66
$1.27M 0.27%
40,802
+2,287
67
$1.27M 0.27%
6,383
+1,814
68
$1.23M 0.26%
3,248
69
$1.21M 0.25%
10,633
+120
70
$1.09M 0.23%
11,862
+2,020
71
$1.08M 0.23%
9,139
72
$1.06M 0.22%
10,302
+2,478
73
$1.02M 0.21%
5,236
+2,629
74
$996K 0.21%
3,157
+532
75
$967K 0.2%
24,634
+1,303
1 2
3
4 5