LA
Legacy Advisors Portfolio holdings
AUM
$6.33M
1-Year Return
22.3%
This Quarter Return
+8.57%
1 Year Return
+22.3%
3 Year Return
+95.6%
5 Year Return
+147.33%
10 Year Return
–
AUM
$158M
AUM Growth
+$23.9M
(+18%)
Cap. Flow
+$13.1M
Cap. Flow
% of AUM
8.28%
Top 10 Holdings %
Top 10 Hldgs %
43.32%
Holding
139
New
29
Increased
33
Reduced
26
Closed
7
Top Buys
| 1 |
Uber
UBER
|
$4.63M |
| 2 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$687K |
| 3 |
Digital Realty Trust
DLR
|
$521K |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
$509K |
| 5 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
$480K |
Top Sells
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$446K |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$424K |
| 3 |
Materials Select Sector SPDR Fund
XLB
|
$383K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$343K |
| 5 |
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% |
