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
151
$344K 0.07%
+1,571
152
$332K 0.06%
1,323
+284
153
$330K 0.06%
3,298
-110
154
$322K 0.06%
6,290
+956
155
$321K 0.06%
2,119
156
$321K 0.06%
122,819
+111,619
157
$319K 0.06%
+1,003
158
$318K 0.06%
+1,886
159
$316K 0.06%
+2,275
160
$310K 0.06%
+6,252
161
$309K 0.06%
743
+1
162
$308K 0.06%
+1,432
163
$305K 0.06%
2,038
+5
164
$305K 0.06%
+1,421
165
$304K 0.06%
+7,936
166
$302K 0.06%
15,987
+926
167
$299K 0.06%
+880
168
$295K 0.06%
+2,728
169
$292K 0.06%
2,562
+417
170
$287K 0.06%
+3,045
171
$282K 0.05%
+6,000
172
$275K 0.05%
+1,667
173
$273K 0.05%
10,438
174
$271K 0.05%
+3,578
175
$271K 0.05%
4,682
5 6
7
8 9