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
$823M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$1.67M
3
+$1.09M
4
KO icon
Coca-Cola
KO
+$1.03M
5
PM icon
Philip Morris
PM
+$1.02M

Top Sells

1
+$18.5M
2
+$3.25M
3
+$2.6M
4
INTC icon
Intel
INTC
+$1.04M
5
UBER icon
Uber
UBER
+$960K

Sector Composition

1 Technology 27.7%
2 Industrials 16.52%
3 Healthcare 7.5%
4 Financials 6.2%
5 Communication Services 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.96M 0.24%
4,747
+59
77
$1.95M 0.24%
18,275
+146
78
$1.91M 0.23%
48,090
+1,537
79
$1.91M 0.23%
20,852
-580
80
$1.9M 0.23%
9,611
+899
81
$1.84M 0.22%
6,823
+885
82
$1.81M 0.22%
8,200
-2
83
$1.72M 0.21%
40,354
+311
84
$1.71M 0.21%
8,585
+4,230
85
$1.66M 0.2%
24,534
+11,531
86
$1.65M 0.2%
6,689
+84
87
$1.63M 0.2%
7,233
-601
88
$1.61M 0.2%
11,800
-816
89
$1.59M 0.19%
7,830
-19
90
$1.58M 0.19%
2,854
-28
91
$1.53M 0.19%
8,754
-253
92
$1.5M 0.18%
9,649
+129
93
$1.5M 0.18%
12,309
+191
94
$1.47M 0.18%
10,119
-781
95
$1.44M 0.18%
51,483
+4,544
96
$1.44M 0.17%
15,552
97
$1.41M 0.17%
23,376
-872
98
$1.37M 0.17%
9,704
+475
99
$1.36M 0.17%
11,022
-310
100
$1.34M 0.16%
2,743
+46
2 3
4
5 6