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
$621M
AUM Growth
-$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$7.95M
2
+$5.37M
3
+$2.06M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.7M
5
AAPL icon
Apple
AAPL
+$1.49M

Top Sells

1
+$6.15M
2
+$2.28M
3
+$1.07M
4
BDX icon
Becton Dickinson
BDX
+$817K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$723K

Sector Composition

1 Industrials 20.8%
2 Technology 17.32%
3 Healthcare 10.87%
4 Consumer Discretionary 6.92%
5 Financials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$557K 0.09%
4,623
+222
177
$556K 0.09%
3,197
+81
178
$549K 0.09%
114,200
+11,038
179
$540K 0.09%
6,074
-5,025
180
$531K 0.09%
2,156
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181
$527K 0.08%
7,497
+377
182
$498K 0.08%
+5,218
183
$495K 0.08%
766
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184
$486K 0.08%
17,361
185
$471K 0.08%
6,749
186
$468K 0.08%
5,838
+288
187
$465K 0.08%
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188
$465K 0.07%
2,657
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189
$460K 0.07%
3,767
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190
$453K 0.07%
2,657
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191
$449K 0.07%
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192
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193
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194
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23,380
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195
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8,533
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196
$435K 0.07%
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197
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3,134
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198
$422K 0.07%
9,996
199
$421K 0.07%
+28,059
200
$405K 0.07%
4,880
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