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
$126M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$755K
3
+$703K
4
DOCU
DocuSign
DOCU
+$601K
5
CNO icon
CNO Financial Group
CNO
+$594K

Top Sells

1
+$3.8M
2
+$1.32M
3
+$1.13M
4
BAC icon
Bank of America
BAC
+$946K
5
AAPL icon
Apple
AAPL
+$775K

Sector Composition

1 Technology 12.77%
2 Consumer Discretionary 9.02%
3 Communication Services 8.61%
4 Financials 6.8%
5 Healthcare 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$54K 0.04%
6,079
102
$33K 0.03%
46,343
103
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-5,950
104
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-8,000
105
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-7,012
106
– –
-2,000
107
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-6,398
108
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-4,710
109
– –
-6,020
110
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-18,273
111
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-4,500
112
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-3,108
113
– –
-1,618
1 2 3 4
5