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
$923M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$8.17M
2
+$5.19M
3
+$2.76M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.34M
5
GLD icon
SPDR Gold Trust
GLD
+$2.33M

Top Sells

1
+$31.3M
2
+$1.03M
3
+$749K
4
FTNT icon
Fortinet
FTNT
+$662K
5
QCOM icon
Qualcomm
QCOM
+$545K

Sector Composition

1 Technology 26.26%
2 Industrials 13.73%
3 Healthcare 8.09%
4 Financials 7.42%
5 Communication Services 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$842K 0.09%
1,793
+52
177
$841K 0.09%
2,014
+98
178
$839K 0.09%
5,184
+121
179
$836K 0.09%
+31,487
180
$836K 0.09%
17,741
+380
181
$828K 0.09%
3,800
+130
182
$821K 0.09%
7,121
+122
183
$821K 0.09%
5,514
-218
184
$813K 0.09%
22,328
-1,300
185
$791K 0.09%
4,168
-80
186
$790K 0.09%
13,987
+1,728
187
$785K 0.09%
9,942
-458
188
$763K 0.08%
+450
189
$763K 0.08%
6,167
-246
190
$758K 0.08%
+23,500
191
$758K 0.08%
3,613
-75
192
$751K 0.08%
26,540
+385
193
$750K 0.08%
3,041
+547
194
$747K 0.08%
4,910
+722
195
$742K 0.08%
29,937
+8,254
196
$732K 0.08%
8,117
+1,927
197
$731K 0.08%
7,123
-26
198
$721K 0.08%
+50,000
199
$707K 0.08%
+364
200
$699K 0.08%
18,819
+2,045
6 7
8
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