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
$126M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$821K
3
+$820K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$739K
5
CNO icon
CNO Financial Group
CNO
+$671K

Top Sells

1
+$3.8M
2
+$1.42M
3
+$1.19M
4
BAC icon
Bank of America
BAC
+$950K
5
AAPL icon
Apple
AAPL
+$912K

Sector Composition

1 Technology 12.77%
2 Consumer Discretionary 9.02%
3 Communication Services 8.61%
4 Financials 6.8%
5 Healthcare 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$280K 0.22%
9,026
-3,981
77
$266K 0.21%
2,823
-6,173
78
$265K 0.21%
2,355
79
$264K 0.21%
6,676
+5
80
$263K 0.21%
36,902
-42,985
81
$259K 0.21%
1,000
82
$251K 0.2%
1,900
-3,450
83
$250K 0.2%
+9,868
84
$250K 0.2%
+4,162
85
$248K 0.2%
10,869
86
$247K 0.2%
3,800
-4,000
87
$228K 0.18%
37,468
-1,007
88
$228K 0.18%
15,061
-7,220
89
$224K 0.18%
+5,325
90
$221K 0.18%
+1,574
91
$221K 0.18%
+9,970
92
$217K 0.17%
2,062
-1,110
93
$210K 0.17%
8,000
94
$209K 0.17%
+1,750
95
$205K 0.16%
+736
96
$201K 0.16%
+4,471
97
$200K 0.16%
+1,624
98
$200K 0.16%
7,134
-1
99
$192K 0.15%
+4,000
100
$116K 0.09%
148,680
1 2 3
4
5