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LA

Legacy Advisors Portfolio holdings

AUM $848M
1-Year Est. Return 21.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$369K
3
+$275K
4
NLY icon
Annaly Capital Management
NLY
+$257K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$237K

Top Sells

1
+$1.16M
2
+$1.03M
3
+$575K
4
AMZN icon
Amazon
AMZN
+$466K
5
CTST
CannTrust Holdings Inc. Common Share
CTST
+$337K

Sector Composition

1 Financials 11.2%
2 Consumer Discretionary 6.84%
3 Communication Services 6.5%
4 Utilities 6.5%
5 Technology 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$210K 0.16%
4,450
102
$210K 0.16%
1,805
+19
103
$209K 0.16%
1,376
104
$205K 0.15%
1,330
105
$204K 0.15%
5,000
+700
106
$203K 0.15%
1,250
107
$202K 0.15%
1,691
+300
108
$156K 0.12%
46,343
109
$117K 0.09%
6,079
-50,494
110
$56K 0.04%
50,000
-150,500
111
– –
-95
112
– –
-1,160
113
– –
-70
114
– –
-1,483
115
– –
-202
116
– –
-2,500
117
– –
-1,557
118
– –
-1
119
– –
-2,325
120
– –
-5,000
121
– –
-420
122
– –
-2,000
123
– –
-1,390
124
– –
-5
125
– –
-8,802
3 4
5
6 7