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
$923M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$8.17M
2
+$5.19M
3
+$2.76M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.34M
5
GLD icon
SPDR Gold Trust
GLD
+$2.33M

Top Sells

1
+$31.3M
2
+$1.03M
3
+$749K
4
FTNT icon
Fortinet
FTNT
+$662K
5
QCOM icon
Qualcomm
QCOM
+$545K

Sector Composition

1 Technology 26.26%
2 Industrials 13.73%
3 Healthcare 8.09%
4 Financials 7.42%
5 Communication Services 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.58M 0.17%
19,667
-1,185
102
$1.56M 0.17%
34,781
+15,679
103
$1.55M 0.17%
70,513
+46,435
104
$1.54M 0.17%
+26,853
105
$1.53M 0.17%
4,592
-155
106
$1.53M 0.17%
20,706
+2,186
107
$1.51M 0.16%
10,050
-69
108
$1.51M 0.16%
28,731
+19,111
109
$1.49M 0.16%
15,552
110
$1.49M 0.16%
4,991
+310
111
$1.49M 0.16%
8,118
-211
112
$1.48M 0.16%
9,579
+1,033
113
$1.47M 0.16%
5,238
-1,451
114
$1.44M 0.16%
3,773
+106
115
$1.43M 0.16%
31,306
+107
116
$1.43M 0.15%
18,258
+1,256
117
$1.4M 0.15%
5,420
+2,686
118
$1.39M 0.15%
4,986
+24
119
$1.37M 0.15%
10,867
120
$1.36M 0.15%
5,026
+50
121
$1.34M 0.15%
32,155
+2,976
122
$1.34M 0.15%
5,399
+88
123
$1.31M 0.14%
4,392
-142
124
$1.28M 0.14%
6,482
125
$1.28M 0.14%
4,659
+696
3 4
5
6 7