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
$621M
AUM Growth
-$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$7.95M
2
+$5.37M
3
+$2.06M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.7M
5
AAPL icon
Apple
AAPL
+$1.49M

Top Sells

1
+$6.15M
2
+$2.28M
3
+$1.07M
4
BDX icon
Becton Dickinson
BDX
+$817K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$723K

Sector Composition

1 Industrials 20.8%
2 Technology 17.32%
3 Healthcare 10.87%
4 Consumer Discretionary 6.92%
5 Financials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.91M 0.47%
20,060
-245
52
$2.9M 0.47%
5,684
+813
53
$2.9M 0.47%
25,231
+1,119
54
$2.86M 0.46%
15,611
+1,609
55
$2.85M 0.46%
98,368
-12
56
$2.84M 0.46%
11,738
+914
57
$2.79M 0.45%
19,112
+2,697
58
$2.71M 0.44%
99,157
+521
59
$2.67M 0.43%
53,380
+730
60
$2.66M 0.43%
25,748
+159
61
$2.6M 0.42%
28,465
+3,467
62
$2.58M 0.42%
27,453
-521
63
$2.54M 0.41%
2,000
64
$2.52M 0.41%
48,570
65
$2.51M 0.4%
74,925
+1,239
66
$2.47M 0.4%
21,402
-819
67
$2.45M 0.39%
25,252
-369
68
$2.42M 0.39%
5,569
+4,728
69
$2.42M 0.39%
35,751
-1,396
70
$2.39M 0.39%
56,786
+1,976
71
$2.3M 0.37%
29,101
-356
72
$2.23M 0.36%
18,969
+6,245
73
$2.22M 0.36%
94,068
74
$2.15M 0.35%
3,844
+34
75
$2.05M 0.33%
12,905
+1,675
1 2
3
4 5