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
151
$955K 0.1%
2,487
152
$953K 0.1%
12,634
-256
153
$953K 0.1%
22,419
154
$950K 0.1%
4,703
+2,474
155
$948K 0.1%
1,068
+25
156
$944K 0.1%
139,051
-4,739
157
$939K 0.1%
10,614
-355
158
$938K 0.1%
1,812
+261
159
$935K 0.1%
1,847
-97
160
$930K 0.1%
4,216
+1,320
161
$929K 0.1%
13,681
-441
162
$929K 0.1%
2,910
-115
163
$923K 0.1%
+12,870
164
$916K 0.1%
24,434
+8,593
165
$915K 0.1%
5,381
-3,204
166
$907K 0.1%
1,832
-162
167
$906K 0.1%
5,524
+348
168
$898K 0.1%
1,528
-249
169
$894K 0.1%
3,525
+1,789
170
$893K 0.1%
6,838
-1,441
171
$890K 0.1%
2,684
+497
172
$889K 0.1%
4,022
+131
173
$876K 0.09%
1,845
+39
174
$872K 0.09%
4,937
-76
175
$852K 0.09%
17,884
5 6
7
8 9