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
$621M
AUM Growth
-$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$7.95M
2
+$5.37M
3
+$2.06M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.7M
5
AAPL icon
Apple
AAPL
+$1.49M

Top Sells

1
+$6.15M
2
+$2.28M
3
+$1.07M
4
BDX icon
Becton Dickinson
BDX
+$817K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$723K

Sector Composition

1 Industrials 20.8%
2 Technology 17.32%
3 Healthcare 10.87%
4 Consumer Discretionary 6.92%
5 Financials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.3M 0.21%
92,521
+2,800
102
$1.28M 0.21%
21,840
+1,191
103
$1.27M 0.21%
7,781
+402
104
$1.2M 0.19%
6,140
-1,090
105
$1.19M 0.19%
6,711
+216
106
$1.15M 0.19%
7,540
+379
107
$1.12M 0.18%
2,570
+137
108
$1.11M 0.18%
40,678
-1,340
109
$1.11M 0.18%
+10,013
110
$1.11M 0.18%
+31,244
111
$1.11M 0.18%
29,205
-990
112
$1.11M 0.18%
10,341
-723
113
$1.1M 0.18%
2,045
+262
114
$1.09M 0.18%
11,524
115
$1.09M 0.18%
8,445
+35
116
$1.07M 0.17%
5,432
+45
117
$1.07M 0.17%
15,552
118
$1.05M 0.17%
4,330
+219
119
$1.04M 0.17%
6,094
+304
120
$1.03M 0.17%
2,358
+116
121
$1.03M 0.17%
5,368
+356
122
$1.03M 0.17%
4,936
+1,649
123
$1.01M 0.16%
25,379
+2,628
124
$989K 0.16%
41,672
-15,465
125
$975K 0.16%
4,591
+442
3 4
5
6 7