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
$250M
AUM Growth
+$3.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$2.02M
3
+$1.15M
4
HYFM icon
Hydrofarm Holdings
HYFM
+$802K
5
UP icon
Wheels Up
UP
+$368K

Top Sells

1
+$736K
2
+$701K
3
+$565K
4
TLND
Talend S.A. American Depositary Shares
TLND
+$470K
5
PGR icon
Progressive
PGR
+$210K

Sector Composition

1 Technology 16%
2 Communication Services 10.38%
3 Financials 5.83%
4 Consumer Discretionary 4.78%
5 Healthcare 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$432K 0.17%
1,100
77
$427K 0.17%
14,502
78
$407K 0.16%
5,208
-89
79
$407K 0.16%
1,575
+15
80
$404K 0.16%
6,835
+362
81
$398K 0.16%
161,015
82
$382K 0.15%
16,840
83
$376K 0.15%
3,752
+30
84
$368K 0.15%
2,601
+1
85
$368K 0.15%
+5,584
86
$363K 0.15%
6,175
+602
87
$354K 0.14%
36,902
88
$344K 0.14%
2,200
89
$338K 0.14%
4,682
90
$336K 0.13%
6,711
+11
91
$323K 0.13%
3,808
+8
92
$304K 0.12%
2,018
+118
93
$298K 0.12%
740
94
$284K 0.11%
4,671
95
$283K 0.11%
3,810
96
$267K 0.11%
1,907
+44
97
$266K 0.11%
1,003
+3
98
$259K 0.1%
2,308
99
$258K 0.1%
1,900
100
$258K 0.1%
+10,000
2 3
4
5 6