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
$823M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$1.67M
3
+$1.09M
4
KO icon
Coca-Cola
KO
+$1.03M
5
PM icon
Philip Morris
PM
+$1.02M

Top Sells

1
+$18.5M
2
+$3.25M
3
+$2.6M
4
INTC icon
Intel
INTC
+$1.04M
5
UBER icon
Uber
UBER
+$960K

Sector Composition

1 Technology 27.7%
2 Industrials 16.52%
3 Healthcare 7.5%
4 Financials 6.2%
5 Communication Services 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$686K 0.08%
5,214
-3,671
177
$686K 0.08%
2,187
+761
178
$680K 0.08%
6,413
+103
179
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180
$674K 0.08%
26,155
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181
$673K 0.08%
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182
$671K 0.08%
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183
$658K 0.08%
17,361
184
$646K 0.08%
1,193
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185
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186
$627K 0.08%
8,226
+117
187
$624K 0.08%
6,457
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188
$615K 0.07%
29,010
189
$611K 0.07%
1,902
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190
$577K 0.07%
19,908
191
$569K 0.07%
2,896
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192
$564K 0.07%
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193
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194
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3,280
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195
$555K 0.07%
5,045
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196
$555K 0.07%
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197
$549K 0.07%
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+44
198
$541K 0.07%
2,371
+284
199
$532K 0.06%
+15,841
200
$526K 0.06%
2,229
+168
6 7
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