LA

Legacy Advisors Portfolio holdings

AUM $931M
1-Year Est. Return 17.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$226M
AUM Growth
+$50.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$31.3M
2 +$5.66M
3 +$2.55M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.72M
5
PNC icon
PNC Financial Services
PNC
+$612K

Top Sells

1 +$438K
2 +$316K
3 +$213K
4
CPRT icon
Copart
CPRT
+$208K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$207K

Sector Composition

1 Industrials 14.76%
2 Technology 10.7%
3 Consumer Discretionary 6.51%
4 Communication Services 6.45%
5 Financials 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,624