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
$158M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$687K
3
+$521K
4
CONE
CyrusOne Inc Common Stock
CONE
+$509K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$480K

Top Sells

1
+$446K
2
+$424K
3
+$383K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$343K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$328K

Sector Composition

1 Financials 10.94%
2 Technology 10.09%
3 Communication Services 6.79%
4 Consumer Discretionary 6.77%
5 Utilities 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$217K 0.14%
+1,618
127
$216K 0.14%
149
128
$207K 0.13%
+7,004
129
$192K 0.12%
46,343
130
$176K 0.11%
+20,975
131
$91K 0.06%
6,079
132
$46K 0.03%
50,000
133
– –
-5,000
134
– –
-1,691
135
– –
-9,970
136
– –
-1,805
137
– –
-6,583
138
– –
-11,692
139
– –
-215,934
2 3 4 5
6