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
$176M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$6.39M
2
+$2.42M
3
+$988K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$829K
5
DBX icon
Dropbox
DBX
+$444K

Top Sells

1
+$1.99M
2
+$1.64M
3
+$1.13M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$840K
5
UBER icon
Uber
UBER
+$765K

Sector Composition

1 Technology 13.51%
2 Consumer Discretionary 8.83%
3 Communication Services 7.66%
4 Financials 5.93%
5 Healthcare 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$224K 0.13%
1,000
102
$215K 0.12%
+1,900
103
$213K 0.12%
+606
104
$213K 0.12%
+1,618
105
$209K 0.12%
+3,582
106
$208K 0.12%
+6,528
107
$207K 0.12%
1,624
108
$206K 0.12%
+2,485
109
$206K 0.12%
15,061
110
$177K 0.1%
6,000
+2,000
111
$74K 0.04%
6,079
112
– –
-200
113
– –
-22,263
114
– –
-2,212
115
– –
-10,528
116
– –
-12,615
117
– –
-7,134
118
– –
-8,132
119
– –
-10,000
120
– –
-46,343
1 2 3 4
5