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
$246M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$11.8M
3
+$4.57M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.64M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.35M

Top Sells

1
+$27.2M
2
+$954K
3
+$777K
4
GM icon
General Motors
GM
+$489K
5
F icon
Ford
F
+$459K

Sector Composition

1 Technology 15.95%
2 Communication Services 11.33%
3 Financials 6%
4 Consumer Discretionary 5.7%
5 Healthcare 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$269K 0.11%
1,171
-70
102
$267K 0.11%
6,011
103
$262K 0.11%
2,014
+14
104
$261K 0.11%
2,308
105
$256K 0.1%
4,732
+261
106
$251K 0.1%
1,863
+113
107
$250K 0.1%
2,137
+177
108
$248K 0.1%
+850
109
$246K 0.1%
2,485
-592
110
$231K 0.09%
+3,546
111
$224K 0.09%
8,000
112
$222K 0.09%
2,115
-700
113
$222K 0.09%
555
-51
114
$221K 0.09%
1,958
115
$221K 0.09%
+1,967
116
$216K 0.09%
1,575
117
$215K 0.09%
+6,528
118
$214K 0.09%
+1,710
119
$210K 0.09%
2,140
120
$208K 0.08%
3,354
121
$206K 0.08%
1,241
122
$200K 0.08%
1,729
123
$187K 0.08%
50,000
124
$182K 0.07%
6,079
125
– –
-3,042
2 3 4
5
6