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
$542M
AUM Growth
-$4.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$1.83M
3
+$1.61M
4
AAPL icon
Apple
AAPL
+$1.1M
5
EPD icon
Enterprise Products Partners
EPD
+$1.06M

Top Sells

1
+$51.4M
2
+$12.1M
3
+$5.9M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$1.07M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$887K

Sector Composition

1 Industrials 30.03%
2 Technology 15.41%
3 Healthcare 10.38%
4 Consumer Discretionary 6.65%
5 Financials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$658K 0.12%
21,213
-526
127
$651K 0.12%
903
+7
128
$632K 0.12%
8,520
+604
129
$631K 0.12%
12,740
+911
130
$627K 0.12%
5,400
+879
131
$620K 0.11%
4,114
+312
132
$614K 0.11%
19,000
133
$606K 0.11%
8,670
-180
134
$602K 0.11%
4,537
+90
135
$591K 0.11%
1,379
136
$586K 0.11%
2,887
+226
137
$580K 0.11%
3,155
+276
138
$579K 0.11%
17,361
139
$572K 0.11%
14,716
+4,425
140
$569K 0.11%
1,658
+44
141
$562K 0.1%
2,484
+158
142
$562K 0.1%
2,630
-278
143
$554K 0.1%
3,291
+857
144
$552K 0.1%
19,702
+1,422
145
$538K 0.1%
2,730
+290
146
$538K 0.1%
1,557
-2
147
$523K 0.1%
7,549
-297
148
$519K 0.1%
2,597
+363
149
$517K 0.1%
4,064
-335
150
$507K 0.09%
8,414
+455
4 5
6
7 8