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
$250M
AUM Growth
+$3.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$2.02M
3
+$1.15M
4
HYFM icon
Hydrofarm Holdings
HYFM
+$802K
5
UP icon
Wheels Up
UP
+$368K

Top Sells

1
+$736K
2
+$701K
3
+$565K
4
TLND
Talend S.A. American Depositary Shares
TLND
+$470K
5
PGR icon
Progressive
PGR
+$210K

Sector Composition

1 Technology 16%
2 Communication Services 10.38%
3 Financials 5.83%
4 Consumer Discretionary 4.78%
5 Healthcare 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$152K 0.06%
13,675
127
$150K 0.06%
+20,258
128
– –
-1,241
129
– –
-2,140
130
– –
-3,354
131
– –
-6,079
132
– –
-9,515
133
– –
-7,165
2 3 4 5
6