LA

Legacy Advisors Portfolio holdings

AUM $931M
1-Year Est. Return 17.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.33M
AUM Growth
-$965M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M

Top Sells

1
+$96.1M
2
+$48.6M
3
+$42.5M
4
AAPL icon
Apple
AAPL
+$33.1M
5
MSFT icon
Microsoft
MSFT
+$22.3M

Sector Composition

1 Technology 28.28%
2 Industrials 10.17%
3 Financials 4.44%
4 Consumer Discretionary 0.9%
5 Communication Services 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,896
77
– –
-6,000
78
– –
-5,105
79
– –
-21,819
80
– –
-3,967
81
– –
-15,364
82
– –
-19,115
83
– –
-65,337
84
– –
-33,600
85
– –
-6,982
86
– –
-33,199
87
– –
-17,884
88
– –
-19,631
89
– –
-401
90
– –
-16,065
91
– –
-2,053
92
– –
-124,712
93
– –
-215
94
– –
-4,773
95
– –
-29,050
96
– –
-6,277
97
– –
-20
98
– –
-12,123
99
– –
-6,000
100
– –
-14
2 3
4
5 6