LA
Legacy Advisors Portfolio holdings
AUM
$6.33M
This Quarter Return
+17.24%
1 Year Return
+22.3%
3 Year Return
+95.6%
5 Year Return
+147.33%
10 Year Return
–
AUM
$176M
AUM Growth
+$176M
(+16%)
Cap. Flow
+$2.21M
Cap. Flow
% of AUM
1.26%
Top 10 Holdings %
Top 10 Hldgs %
52.78%
Holding
120
New
11
Increased
13
Reduced
33
Closed
9
Top Buys
| 1 |
Vanguard Russell 2000 ETF
VTWO
|
$6.39M |
| 2 |
iShares S&P 100 ETF
OEF
|
$2.42M |
| 3 |
SPDR Gold Trust
GLD
|
$988K |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$829K |
| 5 |
Dropbox
DBX
|
$444K |
Top Sells
| 1 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$1.99M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.64M |
| 3 |
Invesco QQQ Trust
QQQ
|
$1.13M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$840K |
| 5 |
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% |
