LA

Legacy Advisors Portfolio holdings

AUM $971M
This Quarter Return
-4.65%
1 Year Return
+15.43%
3 Year Return
+47.74%
5 Year Return
+171.4%
10 Year Return
–
AUM
$971M
AUM Growth
-$59M
Cap. Flow
+$24.9M
Cap. Flow %
2.56%
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
$2.25M
5
$1.74M

Sector Composition

1Technology22.51%
2Industrials14.07%
3Financials8.74%
4Healthcare7.69%
5Communication Services6.28%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$2.48M0.26% 59,478
+2,054
+4%
+$85.7K
$2.42M0.25% 9,433––
$2.38M0.24% 5,110
+11
+0.2%
+$5.12K
$2.35M0.24% 13,098
-2,454
-16%
-$441K
$2.33M0.24% 28,513
+4
+0%
+$327
$2.3M0.24% 8,674
+1,117
+15%
+$296K
$2.27M0.23% 11,334
+4,694
+71%
+$940K
$2.15M0.22% 2,177
-11
-0.5%
-$10.9K
$2.14M0.22% 9,669
-329
-3%
-$73K
$2.09M0.22% 4,223
-623
-13%
-$309K
$2.08M0.21% 45,913
+11,360
+33%
+$515K
$2.08M0.21% 10,419
-267
-3%
-$53.3K
$2.04M0.21% 36,130
+6,298
+21%
+$356K
$2.01M0.21%
+669
 New
+$2.01M
$1.99M0.2% 7,995
+2,282
+40%
+$567K
$1.95M0.2% 5,756
-2,216
-28%
-$749K
$1.89M0.19% 11,962
-131
-1%
-$20.7K
$1.84M0.19%
+10
 New
+$1.84M
$1.82M0.19% 6,448
+1,114
+21%
+$315K
$1.76M0.18% 20,035
-6,033
-23%
-$531K
$1.76M0.18% 5,046
+1,067
+27%
+$373K
$1.76M0.18% 9,996
+36
+0.4%
+$6.33K
$1.76M0.18% 5,339
+710
+15%
+$234K
$1.69M0.17% 12,123
+238
+2%
+$33.3K
$1.67M0.17% 18,464
-1,668
-8%
-$151K
1 2345619