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
$923M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$8.17M
2
+$5.19M
3
+$2.76M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.34M
5
GLD icon
SPDR Gold Trust
GLD
+$2.33M

Top Sells

1
+$31.3M
2
+$1.03M
3
+$749K
4
FTNT icon
Fortinet
FTNT
+$662K
5
QCOM icon
Qualcomm
QCOM
+$545K

Sector Composition

1 Technology 26.26%
2 Industrials 13.73%
3 Healthcare 8.09%
4 Financials 7.42%
5 Communication Services 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.27M 0.14%
20,369
+534
127
$1.23M 0.13%
13,681
+648
128
$1.23M 0.13%
76,538
129
$1.22M 0.13%
14,418
+3,466
130
$1.22M 0.13%
3,115
+407
131
$1.17M 0.13%
11,037
+200
132
$1.16M 0.13%
+10,403
133
$1.15M 0.12%
14,840
-8,536
134
$1.14M 0.12%
15,152
+8,823
135
$1.14M 0.12%
4,659
-470
136
$1.13M 0.12%
32,282
137
$1.13M 0.12%
5,993
+393
138
$1.12M 0.12%
2,442
+65
139
$1.11M 0.12%
6,420
-258
140
$1.07M 0.12%
9,809
-89
141
$1.07M 0.12%
4,490
142
$1.04M 0.11%
8,745
+839
143
$1.03M 0.11%
4,968
+166
144
$1.02M 0.11%
12,781
-497
145
$1.02M 0.11%
7,943
-329
146
$1.01M 0.11%
15,000
147
$975K 0.11%
11,903
148
$969K 0.1%
1,917
-826
149
$959K 0.1%
51,668
150
$957K 0.1%
2,597
+1
4 5
6
7 8