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
$542M
AUM Growth
-$4.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$1.83M
3
+$1.61M
4
AAPL icon
Apple
AAPL
+$1.1M
5
EPD icon
Enterprise Products Partners
EPD
+$1.06M

Top Sells

1
+$51.4M
2
+$12.1M
3
+$5.9M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$1.07M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$887K

Sector Composition

1 Industrials 30.03%
2 Technology 15.41%
3 Healthcare 10.38%
4 Consumer Discretionary 6.65%
5 Financials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.6M 0.48%
48,570
52
$2.59M 0.48%
70,799
+5,096
53
$2.53M 0.47%
97,761
+40,836
54
$2.51M 0.46%
50,230
55
$2.42M 0.45%
22,996
+1,382
56
$2.41M 0.44%
29,601
+444
57
$2.4M 0.44%
15,252
+855
58
$2.34M 0.43%
22,508
+392
59
$2.29M 0.42%
15,404
+1,241
60
$2.2M 0.41%
7,449
+485
61
$2.17M 0.4%
9,673
+1,027
62
$2.16M 0.4%
4,839
+959
63
$2.13M 0.39%
28,477
+3
64
$2.12M 0.39%
11,594
65
$2.11M 0.39%
11,320
+1,770
66
$2.06M 0.38%
5,671
+494
67
$1.92M 0.35%
53,626
+3,226
68
$1.83M 0.34%
+26,627
69
$1.76M 0.32%
3,784
-35
70
$1.65M 0.3%
6,679
-1,681
71
$1.59M 0.29%
65,148
+13,398
72
$1.54M 0.28%
7,401
+2,097
73
$1.4M 0.26%
17,224
+43
74
$1.39M 0.26%
7,460
75
$1.38M 0.25%
20,734
-1,386
1 2
3
4 5