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
201
$405K 0.07%
2,604
+4
202
$401K 0.06%
2,594
203
$400K 0.06%
5,213
+144
204
$400K 0.06%
1,998
+42
205
$397K 0.06%
37,588
+391
206
$395K 0.06%
1,938
+219
207
$393K 0.06%
14,502
208
$383K 0.06%
18,825
+937
209
$383K 0.06%
1,876
+108
210
$382K 0.06%
+30,779
211
$367K 0.06%
8,533
+331
212
$365K 0.06%
8,467
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213
$361K 0.06%
1,094
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214
$360K 0.06%
785
+27
215
$357K 0.06%
+5,402
216
$355K 0.06%
19,000
217
$355K 0.06%
2,656
+27
218
$346K 0.06%
1,657
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219
$345K 0.06%
6,465
+1,518
220
$343K 0.06%
+7,000
221
$342K 0.06%
+2,235
222
$340K 0.05%
8,248
223
$338K 0.05%
1,046
+37
224
$334K 0.05%
18,921
+511
225
$331K 0.05%
646
+12
7 8
9
10 11