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
$158M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$687K
3
+$521K
4
CONE
CyrusOne Inc Common Stock
CONE
+$509K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$480K

Top Sells

1
+$446K
2
+$424K
3
+$383K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$343K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$328K

Sector Composition

1 Financials 10.94%
2 Technology 10.09%
3 Communication Services 6.79%
4 Consumer Discretionary 6.77%
5 Utilities 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$316K 0.2%
5,638
102
$313K 0.2%
3,108
103
$300K 0.19%
1,399
-50
104
$296K 0.19%
+7,007
105
$294K 0.19%
+1,550
106
$290K 0.18%
8,000
107
$288K 0.18%
+8,875
108
$277K 0.18%
2,485
+180
109
$274K 0.17%
+2,589
110
$269K 0.17%
2,104
-76
111
$268K 0.17%
20,867
+2,000
112
$268K 0.17%
+3,107
113
$265K 0.17%
4,500
114
$260K 0.17%
+756
115
$258K 0.16%
3,713
-328
116
$248K 0.16%
3,800
-6,833
117
$237K 0.15%
+2,200
118
$234K 0.15%
1,363
+113
119
$231K 0.15%
4,000
120
$230K 0.15%
1,000
121
$227K 0.14%
4,450
122
$223K 0.14%
+760
123
$221K 0.14%
+3,354
124
$220K 0.14%
1,330
125
$218K 0.14%
1,376
2 3 4
5
6