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
$134M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$373K
3
+$273K
4
NLY icon
Annaly Capital Management
NLY
+$251K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$237K

Top Sells

1
+$1.17M
2
+$972K
3
+$575K
4
AMZN icon
Amazon
AMZN
+$436K
5
AXS icon
AXIS Capital
AXS
+$334K

Sector Composition

1 Financials 11.2%
2 Consumer Discretionary 6.84%
3 Communication Services 6.5%
4 Utilities 6.5%
5 Technology 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$339K 0.25%
11,855
+986
77
$336K 0.25%
7,052
-90
78
$330K 0.25%
5,904
79
$327K 0.24%
1,100
80
$327K 0.24%
11,692
+6,665
81
$324K 0.24%
2,312
-575
82
$318K 0.24%
4,000
83
$316K 0.24%
15,311
84
$305K 0.23%
2,575
-600
85
$292K 0.22%
4,000
86
$282K 0.21%
6,899
+72
87
$279K 0.21%
1,449
+50
88
$278K 0.21%
2,180
+104
89
$275K 0.21%
4,820
+210
90
$272K 0.2%
5,512
-1,375
91
$264K 0.2%
9,970
92
$263K 0.2%
4,041
+1,479
93
$256K 0.19%
5,638
94
$255K 0.19%
8,000
95
$249K 0.19%
4,500
96
$247K 0.18%
18,867
97
$240K 0.18%
215,934
+54,632
98
$236K 0.18%
2,305
99
$227K 0.17%
149
100
$221K 0.17%
1,000
2 3
4
5 6