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
176
$267K 0.05%
+616
177
$256K 0.05%
+15,000
178
$255K 0.05%
+1,053
179
$252K 0.05%
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180
$251K 0.05%
+6,660
181
$248K 0.05%
10,000
182
$242K 0.05%
+979
183
$237K 0.05%
+2,155
184
$234K 0.05%
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185
$233K 0.05%
1,575
186
$232K 0.05%
7,396
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187
$232K 0.05%
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188
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189
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190
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191
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192
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+12,640
193
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194
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195
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11,110
196
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+1,102
197
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198
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199
$210K 0.04%
+3,585
200
$207K 0.04%
1,534
5 6 7
8
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