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
$923M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$8.17M
2
+$5.19M
3
+$2.76M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.34M
5
GLD icon
SPDR Gold Trust
GLD
+$2.33M

Top Sells

1
+$31.3M
2
+$1.03M
3
+$749K
4
FTNT icon
Fortinet
FTNT
+$662K
5
QCOM icon
Qualcomm
QCOM
+$545K

Sector Composition

1 Technology 26.26%
2 Industrials 13.73%
3 Healthcare 8.09%
4 Financials 7.42%
5 Communication Services 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.38M 0.37%
19,570
-1,330
52
$3.37M 0.36%
51,981
-155
53
$3.31M 0.36%
16,954
+2,044
54
$3.3M 0.36%
25,748
55
$3.22M 0.35%
11,587
+693
56
$3.11M 0.34%
43,025
-2,424
57
$3.11M 0.34%
15,065
+520
58
$3.1M 0.34%
25,538
+755
59
$3.04M 0.33%
46,683
-3,069
60
$3.04M 0.33%
9,427
+62
61
$2.99M 0.32%
31,056
+1,076
62
$2.87M 0.31%
19,498
+125
63
$2.83M 0.31%
3,653
+174
64
$2.74M 0.3%
93,999
+918
65
$2.68M 0.29%
2,997
-371
66
$2.59M 0.28%
2,494
-32
67
$2.56M 0.28%
12,767
-679
68
$2.55M 0.28%
28,678
-1,461
69
$2.49M 0.27%
9,433
70
$2.44M 0.26%
3,445
+361
71
$2.39M 0.26%
11,522
+494
72
$2.37M 0.26%
28,504
+3
73
$2.33M 0.25%
20,519
-552
74
$2.29M 0.25%
7,842
-699
75
$2.22M 0.24%
8,196
-4
1 2
3
4 5