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
$515M
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$139M
2
+$7.77M
3
+$4.39M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.18M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.09M

Top Sells

1
+$4.39M
2
+$979K
3
+$869K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$703K
5
CONE
CyrusOne Inc Common Stock
CONE
+$693K

Sector Composition

1 Industrials 30.76%
2 Technology 10.75%
3 Healthcare 6.75%
4 Financials 5.31%
5 Communication Services 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.04M 0.2%
62,121
77
$970K 0.19%
+6,232
78
$967K 0.19%
+8,617
79
$966K 0.19%
4,062
+2,018
80
$945K 0.18%
4,149
-3,815
81
$943K 0.18%
36,541
+452
82
$942K 0.18%
5,040
+440
83
$938K 0.18%
+2,625
84
$920K 0.18%
60,000
85
$892K 0.17%
19,299
86
$890K 0.17%
+111,272
87
$850K 0.17%
2,445
88
$831K 0.16%
+9,265
89
$814K 0.16%
9,842
+4,149
90
$776K 0.15%
4,787
+2,818
91
$772K 0.15%
4,183
+473
92
$749K 0.15%
+15,000
93
$748K 0.15%
9,584
+4,376
94
$736K 0.14%
+1,531
95
$709K 0.14%
3,700
+482
96
$700K 0.14%
+13,050
97
$699K 0.14%
+6,478
98
$667K 0.13%
4,892
+1,594
99
$663K 0.13%
1,215
+154
100
$660K 0.13%
890
+24
2 3
4
5 6