LA

Legacy Advisors Portfolio holdings

AUM $931M
1-Year Est. Return 17.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.33M
AUM Growth
-$965M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1 +$2.83M

Top Sells

1 +$96.1M
2 +$48.6M
3 +$42.5M
4
AAPL icon
Apple
AAPL
+$33.1M
5
MSFT icon
Microsoft
MSFT
+$22.3M

Sector Composition

1 Technology 28.28%
2 Industrials 10.17%
3 Financials 4.44%
4 Consumer Discretionary 0.9%
5 Communication Services 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-28,826
52
-2,348
53
-3,705
54
-27,721
55
-2,905
56
-2,116
57
-4,775
58
-48
59
-18,464
60
-5,372
61
-7,113
62
-2,644
63
-678
64
-1,896
65
-6,000
66
-5,105
67
-21,819
68
-3,967
69
-15,364
70
-19,115
71
-65,337
72
-33,600
73
-6,982
74
-33,199
75
-17,884