We are live on ! Find out more
LA

Legacy Advisors Portfolio holdings

AUM $848M
1-Year Est. Return 21.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.33M
AUM Growth
-$965M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M

Top Sells

1
+$96.1M
2
+$48.6M
3
+$42.5M
4
AAPL icon
Apple
AAPL
+$33.1M
5
MSFT icon
Microsoft
MSFT
+$22.3M

Sector Composition

1 Technology 28.28%
2 Industrials 10.17%
3 Financials 4.44%
4 Consumer Discretionary 0.9%
5 Communication Services 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-1,770
202
– –
-2,356
203
– –
-1,975
204
– –
-3,300
205
– –
-19,994
206
– –
-1,409
207
– –
-12,692
208
– –
-6,776
209
– –
-4,308
210
– –
-1,680
211
– –
-701
212
– –
-5,716
213
– –
-2,700
214
– –
-2,156
215
– –
-152
216
– –
-174
217
– –
-5,063
218
– –
-52,198
219
– –
-26,697
220
– –
-2,687
221
– –
-283
222
– –
-22,874
223
– –
-13,337
224
– –
-3,914
225
– –
-3,877
7 8
9
10 11