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
$246M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$11.8M
3
+$4.57M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.64M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.35M

Top Sells

1
+$27.2M
2
+$954K
3
+$777K
4
GM icon
General Motors
GM
+$489K
5
F icon
Ford
F
+$459K

Sector Composition

1 Technology 15.95%
2 Communication Services 11.33%
3 Financials 6%
4 Consumer Discretionary 5.7%
5 Healthcare 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-37,468
127
– –
-1,574
128
– –
-8,508
129
– –
-7,650
130
– –
-1,077
131
– –
-1,067,800
132
– –
-9,142
2 3 4 5
6