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
$621M
AUM Growth
-$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$7.95M
2
+$5.37M
3
+$2.06M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.7M
5
AAPL icon
Apple
AAPL
+$1.49M

Top Sells

1
+$6.15M
2
+$2.28M
3
+$1.07M
4
BDX icon
Becton Dickinson
BDX
+$817K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$723K

Sector Composition

1 Industrials 20.8%
2 Technology 17.32%
3 Healthcare 10.87%
4 Consumer Discretionary 6.92%
5 Financials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$968K 0.16%
4,134
+207
127
$964K 0.16%
6,232
128
$939K 0.15%
9,725
+254
129
$932K 0.15%
3,131
+175
130
$930K 0.15%
17,299
+6,283
131
$916K 0.15%
+50,000
132
$912K 0.15%
10,513
133
$888K 0.14%
4,037
+205
134
$864K 0.14%
11,239
+603
135
$848K 0.14%
3,695
-618
136
$842K 0.14%
+7,947
137
$833K 0.13%
+11,903
138
$784K 0.13%
62,121
139
$776K 0.13%
15,593
+2,034
140
$775K 0.12%
8,875
-31
141
$774K 0.12%
4,191
-278
142
$751K 0.12%
15,000
143
$747K 0.12%
3,187
+158
144
$741K 0.12%
22,867
+7,904
145
$734K 0.12%
17,884
146
$731K 0.12%
+5,210
147
$724K 0.12%
24,012
+3,185
148
$721K 0.12%
3,543
+170
149
$719K 0.12%
+3,149
150
$707K 0.11%
21,737
+1,087
4 5
6
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