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
201
$522K 0.06%
2,331
+819
202
$521K 0.06%
9,620
+130
203
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1,080
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204
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205
$515K 0.06%
6,985
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206
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207
$510K 0.06%
10,955
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208
$503K 0.06%
10,580
-1,512
209
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210
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211
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212
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4,945
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213
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214
$477K 0.06%
2,402
+37
215
$460K 0.06%
24,078
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216
$460K 0.06%
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217
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218
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4,008
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219
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220
$412K 0.05%
5,592
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221
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519
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222
$406K 0.05%
1,514
223
$406K 0.05%
9,776
-1,528
224
$401K 0.05%
2,803
-8
225
$397K 0.05%
29,754
+308
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10 11