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
$542M
AUM Growth
-$4.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$1.83M
3
+$1.61M
4
AAPL icon
Apple
AAPL
+$1.1M
5
EPD icon
Enterprise Products Partners
EPD
+$1.06M

Top Sells

1
+$51.4M
2
+$12.1M
3
+$5.9M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$1.07M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$887K

Sector Composition

1 Industrials 30.03%
2 Technology 15.41%
3 Healthcare 10.38%
4 Consumer Discretionary 6.65%
5 Financials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$372K 0.07%
4,530
+714
177
$371K 0.07%
1,328
+170
178
$371K 0.07%
807
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179
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180
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2,403
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181
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16,479
182
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4,811
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183
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185
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186
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187
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188
$344K 0.06%
5,382
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189
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190
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191
$333K 0.06%
1,707
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192
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193
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194
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195
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2,606
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196
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197
$317K 0.06%
968
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198
$316K 0.06%
8,400
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199
$310K 0.06%
4,959
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200
$305K 0.06%
2,609
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