LA
Legacy Advisors Portfolio holdings
AUM $971M
AUM
$971M
AUM Growth
-$59M (-6%)
Cap. Flow
+$42.6M
Cap. Flow % of AUM
4.39%
Top 10 Holdings %Top 10 Hldgs %
37.11%
Holding
474
New
64
Increased
212
Reduced
111
Closed
42
Top Buys
| 1 | $4.38M | |
| 2 | $4.38M | |
| 3 | $3.56M | |
| 4 | $2.83M | |
| 5 | $2.01M |
Top Sells
| 1 | $4.9M | |
| 2 | $2.77M | |
| 3 | $2.59M | |
| 4 | $1.45M | |
| 5 | $1.42M |
Sector Composition
| 1 | Technology | 22.51% |
| 2 | Industrials | 14.07% |
| 3 | Financials | 8.74% |
| 4 | Healthcare | 7.69% |
| 5 | Communication Services | 6.28% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $2.48M | 0.26% | 59,478 +2,054 | +4% | +$85.7K | |||
| $2.42M | 0.25% | 9,433 | – | – | |||
| $2.38M | 0.24% | 5,110 +11 | +0.2% | +$5.12K | |||
| $2.35M | 0.24% | 13,098 -2,454 | -16% | -$441K | |||
| $2.33M | 0.24% | 28,513 +4 | +0% | +$327 | |||
| $2.3M | 0.24% | 8,674 +1,117 | +15% | +$296K | |||
| $2.27M | 0.23% | 11,334 +4,694 | +71% | +$940K | |||
| $2.15M | 0.22% | 2,177 -11 | -0.5% | -$10.9K | |||
| $2.14M | 0.22% | 9,669 -329 | -3% | -$73K | |||
| $2.09M | 0.22% | 4,223 -623 | -13% | -$309K | |||
| $2.08M | 0.21% | 45,913 +11,360 | +33% | +$515K | |||
| $2.08M | 0.21% | 10,419 -267 | -3% | -$53.3K | |||
| $2.04M | 0.21% | 36,130 +6,298 | +21% | +$356K | |||
| $2.01M | 0.21% | 669 | New | +$2.01M | |||
| $1.99M | 0.2% | 7,995 +2,282 | +40% | +$567K | |||
| $1.95M | 0.2% | 5,756 -2,216 | -28% | -$749K | |||
| $1.89M | 0.19% | 11,962 -131 | -1% | -$20.7K | |||
| $1.84M | 0.19% | 10 | New | +$1.84M | |||
| $1.82M | 0.19% | 6,448 +1,114 | +21% | +$315K | |||
| $1.76M | 0.18% | 20,035 -6,033 | -23% | -$531K | |||
| $1.76M | 0.18% | 5,046 +1,067 | +27% | +$373K | |||
| $1.76M | 0.18% | 9,996 +36 | +0.4% | +$6.33K | |||
| $1.76M | 0.18% | 5,339 +710 | +15% | +$234K | |||
| $1.69M | 0.17% | 12,123 +238 | +2% | +$33.3K | |||
| $1.67M | 0.17% | 18,464 -1,668 | -8% | -$151K |
