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
$151M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$735K
3
+$571K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$565K
5
ZS icon
Zscaler
ZS
+$366K

Top Sells

1
+$1.5M
2
+$606K
3
+$570K
4
CVX icon
Chevron
CVX
+$372K
5
DD icon
DuPont de Nemours
DD
+$371K

Sector Composition

1 Technology 13.06%
2 Consumer Discretionary 9.32%
3 Communication Services 7.63%
4 Financials 5.72%
5 Healthcare 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$203K 0.13%
+7,220
102
$202K 0.13%
37,326
+424
103
$202K 0.13%
7,134
104
$186K 0.12%
15,061
105
$186K 0.12%
4,000
106
$143K 0.09%
148,680
107
$74K 0.05%
46,343
108
$47K 0.03%
6,079
109
$8K 0.01%
+200
110
– –
-5,325
111
– –
-6,988
112
– –
-6,988
113
– –
-7,698
1 2 3 4
5