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
$621M
AUM Growth
-$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$7.95M
2
+$5.37M
3
+$2.06M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.7M
5
AAPL icon
Apple
AAPL
+$1.49M

Top Sells

1
+$6.15M
2
+$2.28M
3
+$1.07M
4
BDX icon
Becton Dickinson
BDX
+$817K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$723K

Sector Composition

1 Industrials 20.8%
2 Technology 17.32%
3 Healthcare 10.87%
4 Consumer Discretionary 6.92%
5 Financials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.03M 0.33%
19,569
+5,795
77
$2M 0.32%
18,917
-562
78
$1.99M 0.32%
11,594
79
$1.96M 0.32%
28,486
+4
80
$1.87M 0.3%
68,296
-1,520
81
$1.85M 0.3%
6,531
+5,079
82
$1.78M 0.29%
31,070
+5,146
83
$1.72M 0.28%
13,979
-591
84
$1.66M 0.27%
9,225
+1,188
85
$1.63M 0.26%
10,691
+1,255
86
$1.6M 0.26%
8,096
-265
87
$1.58M 0.25%
49,450
-2,105
88
$1.58M 0.25%
18,686
+2,189
89
$1.56M 0.25%
3,405
+916
90
$1.54M 0.25%
2,729
+176
91
$1.42M 0.23%
6,020
+441
92
$1.39M 0.22%
41,401
+361
93
$1.38M 0.22%
5,983
-18
94
$1.36M 0.22%
3,611
+3,069
95
$1.36M 0.22%
12,155
+635
96
$1.34M 0.22%
10,902
+84
97
$1.32M 0.21%
29,753
+801
98
$1.32M 0.21%
4,822
+2,954
99
$1.31M 0.21%
30,230
-520
100
$1.3M 0.21%
4,109
+137
2 3
4
5 6