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
$246M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$11.8M
3
+$4.57M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.64M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.35M

Top Sells

1
+$27.2M
2
+$954K
3
+$777K
4
GM icon
General Motors
GM
+$489K
5
F icon
Ford
F
+$459K

Sector Composition

1 Technology 15.95%
2 Communication Services 11.33%
3 Financials 6%
4 Consumer Discretionary 5.7%
5 Healthcare 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$433K 0.18%
6,473
+511
77
$422K 0.17%
161,015
78
$420K 0.17%
5,297
79
$392K 0.16%
36,902
80
$374K 0.15%
4,682
81
$373K 0.15%
+3,722
82
$364K 0.15%
6,700
+5
83
$362K 0.15%
+16,840
84
$356K 0.14%
9,096
+64
85
$353K 0.14%
1,560
86
$352K 0.14%
5,573
-5,520
87
$349K 0.14%
2,200
88
$317K 0.13%
3,800
89
$306K 0.12%
6,000
90
$295K 0.12%
740
+2
91
$285K 0.12%
+3,810
92
$282K 0.11%
1,900
93
$279K 0.11%
4,671
94
$278K 0.11%
1,900
95
$278K 0.11%
1,266
96
$275K 0.11%
15,061
97
$275K 0.11%
13,675
98
$272K 0.11%
5,334
99
$271K 0.11%
2,600
100
$270K 0.11%
1,000
2 3
4
5 6