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
$823M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$1.67M
3
+$1.09M
4
KO icon
Coca-Cola
KO
+$1.03M
5
PM icon
Philip Morris
PM
+$1.02M

Top Sells

1
+$18.5M
2
+$3.25M
3
+$2.6M
4
INTC icon
Intel
INTC
+$1.04M
5
UBER icon
Uber
UBER
+$960K

Sector Composition

1 Technology 27.7%
2 Industrials 16.52%
3 Healthcare 7.5%
4 Financials 6.2%
5 Communication Services 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.03M 0.37%
19,373
+438
52
$2.98M 0.36%
29,980
+1,163
53
$2.93M 0.36%
9,365
+370
54
$2.89M 0.35%
45,449
+16,192
55
$2.87M 0.35%
3,479
+399
56
$2.83M 0.34%
14,545
+736
57
$2.73M 0.33%
13,773
+1,422
58
$2.7M 0.33%
93,081
+886
59
$2.65M 0.32%
3,368
-510
60
$2.63M 0.32%
10,020
+1,030
61
$2.62M 0.32%
21,071
+482
62
$2.62M 0.32%
10,894
+294
63
$2.58M 0.31%
14,910
+3,392
64
$2.54M 0.31%
24,783
+9,918
65
$2.49M 0.3%
11,594
66
$2.45M 0.3%
13,446
+167
67
$2.36M 0.29%
9,433
+3,293
68
$2.35M 0.29%
11,028
+688
69
$2.34M 0.28%
8,541
+113
70
$2.28M 0.28%
30,139
-2,464
71
$2.28M 0.28%
2,526
-112
72
$2.18M 0.27%
28,501
+5
73
$2.09M 0.25%
79,713
74
$2.08M 0.25%
3,084
+308
75
$2.03M 0.25%
26,068
-3,708
1 2
3
4 5