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
$158M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$687K
3
+$521K
4
CONE
CyrusOne Inc Common Stock
CONE
+$509K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$480K

Top Sells

1
+$446K
2
+$424K
3
+$383K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$343K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$328K

Sector Composition

1 Financials 10.94%
2 Technology 10.09%
3 Communication Services 6.79%
4 Consumer Discretionary 6.77%
5 Utilities 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$415K 0.26%
+5,200
77
$411K 0.26%
4,827
+117
78
$410K 0.26%
+6,844
79
$404K 0.26%
6,576
+32
80
$400K 0.25%
14,202
+71
81
$393K 0.25%
+6,525
82
$391K 0.25%
+1,700
83
$386K 0.24%
7,052
84
$384K 0.24%
+2,597
85
$384K 0.24%
4,363
86
$372K 0.24%
1,100
87
$372K 0.24%
7,333
+434
88
$369K 0.23%
2,312
89
$361K 0.23%
+9,850
90
$355K 0.23%
6,020
91
$352K 0.22%
5,904
92
$342K 0.22%
4,000
93
$339K 0.22%
+6,700
94
$338K 0.21%
5,198
+378
95
$334K 0.21%
+4,925
96
$331K 0.21%
+6,250
97
$326K 0.21%
11,047
-808
98
$326K 0.21%
+77,550
99
$321K 0.2%
2,575
100
$319K 0.2%
15,061
-250
2 3
4
5 6