LA

Legacy Advisors Portfolio holdings

AUM $971M
This Quarter Return
-4.65%
1 Year Return
+15.43%
3 Year Return
+47.74%
5 Year Return
+171.4%
10 Year Return
–
AUM
$971M
AUM Growth
-$59M
Cap. Flow
+$24.9M
Cap. Flow %
2.56%
Top 10 Hldgs %
37.11%
Holding
474
New
64
Increased
212
Reduced
111
Closed
42

Top Buys

1
$4.38M
2
$4.38M
3
$3.56M
4
$2.83M
5
$2.01M

Top Sells

1
$4.9M
2
$2.77M
3
$2.59M
4
$2.25M
5
$1.74M

Sector Composition

1Technology22.51%
2Industrials14.07%
3Financials8.74%
4Healthcare7.69%
5Communication Services6.28%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$891K0.09% 21,622
-709
-3%
-$29.2K
$891K0.09% 4,854
-129
-3%
-$23.7K
$887K0.09% 51,668––
$885K0.09% 17,884––
$883K0.09% 3,857
+2,026
+111%
+$464K
$881K0.09% 3,802
-33
-0.9%
-$7.64K
$878K0.09% 5,147
+426
+9%
+$72.7K
$873K0.09% 26,318
+438
+2%
+$14.5K
$871K0.09% 2,905
-42
-1%
-$12.6K
$865K0.09% 7,098
+967
+16%
+$118K
$840K0.09%
+16,922
 New
+$840K
$830K0.09% 1,530––
$830K0.09% 7,113
+595
+9%
+$69.4K
$829K0.09% 1,975
+48
+2%
+$20.2K
$827K0.09% 8,050
+1,178
+17%
+$121K
$821K0.08% 1,915
-53
-3%
-$22.7K
$812K0.08% 3,438
+425
+14%
+$100K
$799K0.08%
+872
 New
+$799K
$795K0.08% 5,354
-49
-0.9%
-$7.28K
$788K0.08% 11,077
-733
-6%
-$52.2K
$788K0.08% 22,874
-1,159
-5%
-$39.9K
$777K0.08% 6,107
-93
-2%
-$11.8K
$769K0.08% 2,004
+49
+3%
+$18.8K
$761K0.08% 5,309
+17
+0.3%
+$2.44K
$758K0.08% 5,220
+282
+6%
+$40.9K
1 67891019