LA
Legacy Advisors Portfolio holdings
AUM
$6.33M
1-Year Return
22.3%
This Quarter Return
+3.11%
1 Year Return
+22.3%
3 Year Return
+95.6%
5 Year Return
+147.33%
10 Year Return
–
AUM
$226M
AUM Growth
+$50.4M
(+29%)
Cap. Flow
+$41.4M
Cap. Flow
% of AUM
18.27%
Top 10 Holdings %
Top 10 Hldgs %
58.78%
Holding
126
New
15
Increased
31
Reduced
6
Closed
4
Top Buys
| 1 |
PureCycle Technologies
PCT
|
$27.2M |
| 2 |
iShares S&P 100 ETF
OEF
|
$5.77M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$2.62M |
| 4 |
Vanguard Russell 2000 ETF
VTWO
|
$1.74M |
| 5 |
PNC Financial Services
PNC
|
$650K |
Top Sells
| 1 |
McDonald's
MCD
|
$459K |
| 2 |
Gilead Sciences
GILD
|
$316K |
| 3 |
TIF
Tiffany & Co.
TIF
|
$213K |
| 4 |
Copart
CPRT
|
$208K |
| 5 |
iShares TIPS Bond ETF
TIP
|
$207K |
Sector Composition
| 1 | Industrials | 14.76% |
| 2 | Technology | 10.7% |
| 3 | Consumer Discretionary | 6.51% |
| 4 | Communication Services | 6.45% |
| 5 | Financials | 6.27% |
