LA
Legacy Advisors Portfolio holdings
AUM
$6.33M
1-Year Return
22.3%
This Quarter Return
+5.68%
1 Year Return
+22.3%
3 Year Return
+95.6%
5 Year Return
+147.33%
10 Year Return
–
AUM
$73.2M
AUM Growth
–
Cap. Flow
+$73.2M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
68.3%
Holding
210
New
210
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$24.6M |
| 2 |
Essential Utilities
WTRG
|
$5.69M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$5.32M |
| 4 |
Fulton Financial
FULT
|
$4.59M |
| 5 |
Equifax
EFX
|
$1.85M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 14.65% |
| 2 | Utilities | 8.41% |
| 3 | Industrials | 4.68% |
| 4 | Consumer Discretionary | 4.38% |
| 5 | Energy | 3.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SAFE
201
Safehold
SAFE
$1.15B
| $1K | ﹤0.01% |
+26
| New | +$1K |
|
202
AllianceBernstein
AB
$4.32B
| $0 | ﹤0.01% |
+16
| New | – |
|
203
AdvanSix
ASIX
$556M
| $0 | ﹤0.01% |
+4
| New | – |
|
204
Chemours
CC
$2.23B
| $0 | ﹤0.01% |
+40
| New | – |
|
|
GM.WS.B
205
DELISTED
General Motors Company
GM.WS.B
| $0 | ﹤0.01% |
+7
| New | – |
|
|
CRC
206
DELISTED
California Resources Corporation
CRC
| $0 | ﹤0.01% |
+2
| New | – |
|
207
3D Systems Corporation
DDD
$259M
| $0 | ﹤0.01% |
+20
| New | – |
|
208
BlackRock MuniYield Fund
MYD
$461M
| $0 | ﹤0.01% |
+5
| New | – |
|
209
PJT Partners
PJT
$4.3B
| $0 | ﹤0.01% |
+5
| New | – |
|
|
TWTR
210
DELISTED
Twitter, Inc.
TWTR
| $0 | ﹤0.01% |
+50
| New | – |
|