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
$542M
AUM Growth
-$4.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$1.83M
3
+$1.61M
4
AAPL icon
Apple
AAPL
+$1.1M
5
EPD icon
Enterprise Products Partners
EPD
+$1.06M

Top Sells

1
+$51.4M
2
+$12.1M
3
+$5.9M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$1.07M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$887K

Sector Composition

1 Industrials 30.03%
2 Technology 15.41%
3 Healthcare 10.38%
4 Consumer Discretionary 6.65%
5 Financials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.36M 0.25%
8,315
+906
77
$1.28M 0.24%
16,373
-1,594
78
$1.26M 0.23%
30,938
+2,027
79
$1.26M 0.23%
5,516
+400
80
$1.23M 0.23%
7,967
+578
81
$1.22M 0.22%
29,738
+3,646
82
$1.18M 0.22%
41,180
+2,050
83
$1.17M 0.22%
7,964
+893
84
$1.17M 0.22%
10,905
+215
85
$1.17M 0.21%
2,330
+57
86
$1.13M 0.21%
5,001
-325
87
$1.11M 0.2%
29,193
+1,245
88
$1.1M 0.2%
8,875
89
$1.09M 0.2%
87,721
90
$1.08M 0.2%
8,376
+33
91
$1.07M 0.2%
10,513
92
$1.04M 0.19%
11,524
93
$1.04M 0.19%
4,899
+70
94
$1.03M 0.19%
3,380
+452
95
$1.03M 0.19%
19,299
96
$1M 0.18%
10,910
+1,605
97
$994K 0.18%
15,552
98
$972K 0.18%
62,121
99
$969K 0.18%
6,545
+469
100
$962K 0.18%
7,386
-346
2 3
4
5 6