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
$823M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$1.67M
3
+$1.09M
4
KO icon
Coca-Cola
KO
+$1.03M
5
PM icon
Philip Morris
PM
+$1.02M

Top Sells

1
+$18.5M
2
+$3.25M
3
+$2.6M
4
INTC icon
Intel
INTC
+$1.04M
5
UBER icon
Uber
UBER
+$960K

Sector Composition

1 Technology 27.7%
2 Industrials 16.52%
3 Healthcare 7.5%
4 Financials 6.2%
5 Communication Services 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.03M 0.12%
7,771
-680
127
$1.03M 0.12%
1,777
128
$1.03M 0.12%
4,802
+474
129
$1.02M 0.12%
3,963
-1,152
130
$1M 0.12%
6,735
+668
131
$983K 0.12%
4,490
132
$982K 0.12%
5,129
+130
133
$970K 0.12%
2,377
+122
134
$956K 0.12%
12,890
+104
135
$953K 0.12%
15,000
136
$951K 0.12%
13,278
+286
137
$931K 0.11%
2,487
138
$914K 0.11%
22,419
-2,287
139
$902K 0.11%
2,708
-1,718
140
$902K 0.11%
1,994
+253
141
$895K 0.11%
3,025
+49
142
$895K 0.11%
32,282
-9,404
143
$890K 0.11%
+5,600
144
$862K 0.1%
1,551
+121
145
$848K 0.1%
14,122
-1,203
146
$840K 0.1%
5,176
-1,188
147
$832K 0.1%
5,013
+117
148
$824K 0.1%
17,625
+2,344
149
$815K 0.1%
2,596
150
$812K 0.1%
10,969
-869
4 5
6
7 8