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
$176M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$6.39M
2
+$2.42M
3
+$988K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$829K
5
DBX icon
Dropbox
DBX
+$444K

Top Sells

1
+$1.99M
2
+$1.64M
3
+$1.13M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$840K
5
UBER icon
Uber
UBER
+$765K

Sector Composition

1 Technology 13.51%
2 Consumer Discretionary 8.83%
3 Communication Services 7.66%
4 Financials 5.93%
5 Healthcare 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$360K 0.2%
14,502
77
$354K 0.2%
8,508
78
$335K 0.19%
6,693
+6
79
$329K 0.19%
37,468
-2,311
80
$322K 0.18%
5,977
-4,057
81
$316K 0.18%
5,416
82
$308K 0.18%
2,423
-150
83
$306K 0.17%
8,307
-1,264
84
$301K 0.17%
2,200
-155
85
$284K 0.16%
+5,334
86
$282K 0.16%
1,900
-129
87
$279K 0.16%
1,422
-62
88
$261K 0.15%
738
+1
89
$260K 0.15%
3,800
-1,809
90
$256K 0.15%
2,600
91
$245K 0.14%
4,471
92
$243K 0.14%
1,750
93
$238K 0.14%
2,815
-3,128
94
$236K 0.13%
7,404
+184
95
$234K 0.13%
50,000
96
$234K 0.13%
6,100
97
$233K 0.13%
+6,011
98
$228K 0.13%
36,902
-424
99
$227K 0.13%
+2,000
100
$226K 0.13%
8,000
1 2 3
4
5