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
151
$803K 0.1%
23,818
+322
152
$799K 0.1%
16,774
+239
153
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10,837
-200
154
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23,628
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155
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1,043
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156
$788K 0.1%
19,102
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157
$776K 0.09%
10,952
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158
$772K 0.09%
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159
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5,063
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160
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161
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162
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163
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7,020
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164
$744K 0.09%
1,741
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165
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166
$741K 0.09%
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167
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169
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170
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12,259
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171
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172
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1,916
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173
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174
$702K 0.09%
+6,999
175
$689K 0.08%
8,279
-10,912
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