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
$823M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$1.67M
3
+$1.09M
4
KO icon
Coca-Cola
KO
+$1.03M
5
PM icon
Philip Morris
PM
+$1.02M

Top Sells

1
+$18.5M
2
+$3.25M
3
+$2.6M
4
INTC icon
Intel
INTC
+$1.04M
5
UBER icon
Uber
UBER
+$960K

Sector Composition

1 Technology 27.7%
2 Industrials 16.52%
3 Healthcare 7.5%
4 Financials 6.2%
5 Communication Services 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.29M 0.16%
10,867
102
$1.25M 0.15%
31,199
-1,482
103
$1.25M 0.15%
8,546
+33
104
$1.24M 0.15%
76,538
105
$1.24M 0.15%
4,962
+668
106
$1.22M 0.15%
4,534
+61
107
$1.22M 0.15%
18,520
-1,691
108
$1.21M 0.15%
17,002
-1,239
109
$1.21M 0.15%
4,681
-10,075
110
$1.18M 0.14%
6,482
111
$1.18M 0.14%
8,272
+113
112
$1.16M 0.14%
19,835
113
$1.16M 0.14%
1,944
+485
114
$1.15M 0.14%
4,976
+247
115
$1.15M 0.14%
8,329
+135
116
$1.15M 0.14%
6,678
+88
117
$1.14M 0.14%
29,179
-1,507
118
$1.14M 0.14%
5,311
-14
119
$1.13M 0.14%
7,906
+1,760
120
$1.1M 0.13%
143,790
+2,041
121
$1.09M 0.13%
+3,667
122
$1.09M 0.13%
9,898
+134
123
$1.08M 0.13%
9,536
+201
124
$1.04M 0.13%
11,903
125
$1.03M 0.13%
13,033
-698
3 4
5
6 7