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

Top Buys

1
+$16.9M
2
+$821K
3
+$820K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$739K
5
CNO icon
CNO Financial Group
CNO
+$671K

Top Sells

1
+$3.8M
2
+$1.42M
3
+$1.19M
4
BAC icon
Bank of America
BAC
+$950K
5
AAPL icon
Apple
AAPL
+$912K

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
– –
-5,950
104
– –
-8,000
105
– –
-7,012
106
– –
-2,000
107
– –
-6,398
108
– –
-4,710
109
– –
-6,020
110
– –
-18,273
111
– –
-4,500
112
– –
-3,108
113
– –
-1,618
1 2 3 4
5