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
$515M
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$139M
2
+$7.77M
3
+$4.39M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.18M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.09M

Top Sells

1
+$4.39M
2
+$979K
3
+$869K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$703K
5
CONE
CyrusOne Inc Common Stock
CONE
+$693K

Sector Composition

1 Industrials 30.76%
2 Technology 10.75%
3 Healthcare 6.75%
4 Financials 5.31%
5 Communication Services 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$659K 0.13%
+3,592
102
$655K 0.13%
1,380
+3
103
$654K 0.13%
17,361
104
$637K 0.12%
+19,052
105
$629K 0.12%
2,607
+7
106
$628K 0.12%
4,426
+75
107
$628K 0.12%
5,642
108
$613K 0.12%
5,176
+3,378
109
$609K 0.12%
10,000
-10,000
110
$601K 0.12%
11,805
+4,191
111
$590K 0.11%
17,941
+234
112
$579K 0.11%
10,382
+6,681
113
$575K 0.11%
+9,491
114
$571K 0.11%
8,025
115
$546K 0.11%
11,989
-309
116
$544K 0.11%
+7,391
117
$536K 0.1%
3,232
+5
118
$535K 0.1%
+1,805
119
$533K 0.1%
7,295
+880
120
$516K 0.1%
9,045
+1,281
121
$513K 0.1%
6,213
+865
122
$512K 0.1%
4,784
+17
123
$509K 0.1%
+3,212
124
$508K 0.1%
10,190
+125
125
$501K 0.1%
19,000
3 4
5
6 7