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
$250M
AUM Growth
+$3.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$2.02M
3
+$1.15M
4
HYFM icon
Hydrofarm Holdings
HYFM
+$802K
5
UP icon
Wheels Up
UP
+$368K

Top Sells

1
+$736K
2
+$701K
3
+$565K
4
TLND
Talend S.A. American Depositary Shares
TLND
+$470K
5
PGR icon
Progressive
PGR
+$210K

Sector Composition

1 Technology 16%
2 Communication Services 10.38%
3 Financials 5.83%
4 Consumer Discretionary 4.78%
5 Healthcare 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$253K 0.1%
6,018
+7
102
$252K 0.1%
15,061
103
$252K 0.1%
4,757
+25
104
$251K 0.1%
2,014
105
$249K 0.1%
1,270
+4
106
$248K 0.1%
2,137
107
$248K 0.1%
+10,438
108
$246K 0.1%
1,126
-45
109
$237K 0.09%
2,497
+12
110
$233K 0.09%
2,164
+206
111
$229K 0.09%
+2,201
112
$229K 0.09%
5,337
+3
113
$227K 0.09%
6,540
+12
114
$226K 0.09%
8,000
115
$226K 0.09%
578
+23
116
$224K 0.09%
2,036
+69
117
$223K 0.09%
858
+8
118
$216K 0.09%
2,128
+13
119
$213K 0.09%
1,575
120
$211K 0.08%
3,342
-204
121
$209K 0.08%
+654
122
$206K 0.08%
1,741
+12
123
$206K 0.08%
+628
124
$180K 0.07%
6,000
125
$158K 0.06%
50,000
2 3 4
5
6