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
201
$303K 0.06%
3,963
-3,172
202
$293K 0.05%
758
+12
203
$288K 0.05%
748
+1
204
$288K 0.05%
11,110
205
$281K 0.05%
82,778
+6,339
206
$278K 0.05%
2,781
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207
$276K 0.05%
2,084
+7
208
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955
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209
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210
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6,104
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211
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15,191
+1,840
212
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213
$259K 0.05%
+5,638
214
$255K 0.05%
662
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215
$254K 0.05%
5,175
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216
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217
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218
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219
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220
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221
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2,344
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222
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+337
223
$228K 0.04%
8,127
-66
224
$224K 0.04%
+1,702
225
$218K 0.04%
3,258
-1,056
7 8
9
10 11