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
$923M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$8.17M
2
+$5.19M
3
+$2.76M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.34M
5
GLD icon
SPDR Gold Trust
GLD
+$2.33M

Top Sells

1
+$31.3M
2
+$1.03M
3
+$749K
4
FTNT icon
Fortinet
FTNT
+$662K
5
QCOM icon
Qualcomm
QCOM
+$545K

Sector Composition

1 Technology 26.26%
2 Industrials 13.73%
3 Healthcare 8.09%
4 Financials 7.42%
5 Communication Services 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.17M 0.23%
+27,751
77
$2.15M 0.23%
76,368
-3,345
78
$2.14M 0.23%
4,354
+3,463
79
$2.12M 0.23%
9,798
+187
80
$2.11M 0.23%
53,153
+5,063
81
$2.1M 0.23%
+214
82
$2.05M 0.22%
18,136
-139
83
$2.02M 0.22%
20,698
-5,370
84
$2M 0.22%
43,746
+3,392
85
$1.98M 0.21%
24,551
+17
86
$1.9M 0.21%
10,269
+620
87
$1.9M 0.21%
10,554
+3,819
88
$1.88M 0.2%
11,052
+1,348
89
$1.84M 0.2%
6,854
+31
90
$1.83M 0.2%
11,914
-395
91
$1.82M 0.2%
2,942
+88
92
$1.78M 0.19%
+17,638
93
$1.73M 0.19%
7,831
+1
94
$1.73M 0.19%
+4,251
95
$1.64M 0.18%
56,554
+5,071
96
$1.63M 0.18%
7,259
+26
97
$1.61M 0.17%
11,782
-18
98
$1.6M 0.17%
9,236
+482
99
$1.59M 0.17%
4,587
+3,921
100
$1.59M 0.17%
10,377
-645
2 3
4
5 6