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
$542M
AUM Growth
-$4.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$1.83M
3
+$1.61M
4
AAPL icon
Apple
AAPL
+$1.1M
5
EPD icon
Enterprise Products Partners
EPD
+$1.06M

Top Sells

1
+$51.4M
2
+$12.1M
3
+$5.9M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$1.07M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$887K

Sector Composition

1 Industrials 30.03%
2 Technology 15.41%
3 Healthcare 10.38%
4 Consumer Discretionary 6.65%
5 Financials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$946K 0.17%
6,232
102
$941K 0.17%
22,309
-235
103
$939K 0.17%
2,822
+365
104
$909K 0.17%
30,439
+259
105
$889K 0.16%
8,429
-188
106
$887K 0.16%
2,138
+157
107
$887K 0.16%
6,822
+500
108
$871K 0.16%
3,742
+272
109
$847K 0.16%
4,149
110
$832K 0.15%
8,906
111
$825K 0.15%
5,178
+184
112
$807K 0.15%
15,436
+678
113
$792K 0.15%
4,130
+494
114
$791K 0.15%
28,460
+2,280
115
$779K 0.14%
111,272
116
$743K 0.14%
3,391
+264
117
$742K 0.14%
13,466
+1,854
118
$740K 0.14%
3,510
+54
119
$737K 0.14%
3,917
+85
120
$734K 0.14%
4,447
+20
121
$710K 0.13%
15,000
122
$696K 0.13%
6,869
-404
123
$694K 0.13%
10,085
+1,592
124
$678K 0.13%
3,006
+96
125
$677K 0.12%
6,170
+571
3 4
5
6 7