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
$515M
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$139M
2
+$7.77M
3
+$4.39M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.18M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.09M

Top Sells

1
+$4.39M
2
+$979K
3
+$869K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$703K
5
CONE
CyrusOne Inc Common Stock
CONE
+$693K

Sector Composition

1 Industrials 30.76%
2 Technology 10.75%
3 Healthcare 6.75%
4 Financials 5.31%
5 Communication Services 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$500K 0.1%
10,837
+4,115
127
$483K 0.09%
20,753
128
$479K 0.09%
+3,065
129
$470K 0.09%
+2,120
130
$459K 0.09%
4,194
-4,437
131
$450K 0.09%
1,647
+377
132
$433K 0.08%
+9,996
133
$429K 0.08%
14,502
134
$424K 0.08%
1,479
+618
135
$413K 0.08%
36,902
136
$405K 0.08%
+5,300
137
$399K 0.08%
+14,610
138
$394K 0.08%
2,602
+1
139
$392K 0.08%
+1,161
140
$392K 0.08%
2,596
+1
141
$390K 0.08%
2,111
+1,110
142
$386K 0.08%
+706
143
$382K 0.07%
+778
144
$382K 0.07%
+1,571
145
$380K 0.07%
6,612
+635
146
$371K 0.07%
+4,486
147
$356K 0.07%
+1,832
148
$354K 0.07%
+5,677
149
$348K 0.07%
+3,470
150
$345K 0.07%
4,924
+253
4 5
6
7 8