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
$151M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$735K
3
+$571K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$565K
5
ZS icon
Zscaler
ZS
+$366K

Top Sells

1
+$1.5M
2
+$606K
3
+$570K
4
CVX icon
Chevron
CVX
+$372K
5
DD icon
DuPont de Nemours
DD
+$371K

Sector Composition

1 Technology 13.06%
2 Consumer Discretionary 9.32%
3 Communication Services 7.63%
4 Financials 5.72%
5 Healthcare 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$328K 0.22%
5,609
+1,809
77
$312K 0.21%
10,034
-327
78
$311K 0.21%
7,650
79
$289K 0.19%
6,687
+11
80
$281K 0.19%
2,029
+129
81
$278K 0.18%
2,355
82
$272K 0.18%
12,615
+1,746
83
$266K 0.18%
+2,600
84
$265K 0.18%
39,779
+2,311
85
$264K 0.17%
+50,000
86
$257K 0.17%
14,502
87
$252K 0.17%
8,508
-1,360
88
$249K 0.16%
+10,000
89
$248K 0.16%
2,573
-250
90
$243K 0.16%
1,750
91
$243K 0.16%
2,212
+150
92
$242K 0.16%
1,000
93
$238K 0.16%
+6,100
94
$230K 0.15%
737
+1
95
$223K 0.15%
4,471
96
$222K 0.15%
1,484
-921
97
$221K 0.15%
8,000
98
$214K 0.14%
+13,675
99
$212K 0.14%
+1,485
100
$205K 0.14%
1,624
1 2 3
4
5