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
151
$699K 0.11%
+8,931
152
$688K 0.11%
6,092
-734
153
$685K 0.11%
4,531
+221
154
$684K 0.11%
1,644
+376
155
$679K 0.11%
1,379
156
$679K 0.11%
935
+15
157
$678K 0.11%
4,542
+71
158
$672K 0.11%
+6,816
159
$657K 0.11%
4,443
+881
160
$655K 0.11%
1,285
+57
161
$655K 0.11%
4,510
+19
162
$654K 0.11%
9,601
+625
163
$646K 0.1%
4,062
+201
164
$639K 0.1%
16,492
+6,794
165
$627K 0.1%
9,273
+1,922
166
$624K 0.1%
111,272
167
$614K 0.1%
6,584
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168
$613K 0.1%
3,024
+154
169
$598K 0.1%
6,646
+1,135
170
$597K 0.1%
14,072
+701
171
$591K 0.1%
3,870
-4,730
172
$582K 0.09%
4,811
+235
173
$572K 0.09%
1,300
+12
174
$565K 0.09%
20,753
175
$565K 0.09%
1,495
+4
5 6
7
8 9