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
$134M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$373K
3
+$273K
4
NLY icon
Annaly Capital Management
NLY
+$251K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$237K

Top Sells

1
+$1.17M
2
+$972K
3
+$575K
4
AMZN icon
Amazon
AMZN
+$436K
5
AXS icon
AXIS Capital
AXS
+$334K

Sector Composition

1 Financials 11.2%
2 Consumer Discretionary 6.84%
3 Communication Services 6.5%
4 Utilities 6.5%
5 Technology 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.2M 13.61%
51,634
+36
2
$9.2M 6.88%
31,009
+375
3
$6.91M 5.17%
154,215
4
$5.17M 3.86%
319,322
5
$4.41M 3.3%
14,781
+135
6
$3.99M 2.98%
77,230
+4,587
7
$3.81M 2.85%
67,972
-676
8
$3.67M 2.74%
13,396
-4,256
9
$2.99M 2.23%
23,081
-558
10
$2.75M 2.06%
15,449
+820
11
$2.67M 2%
15,960
+200
12
$2.44M 1.83%
14,853
13
$2.44M 1.83%
12,940
+534
14
$2.34M 1.75%
14,687
+20
15
$2.15M 1.61%
73,730
-150
16
$2.03M 1.52%
15,562
-14
17
$1.92M 1.43%
13,790
-1,125
18
$1.85M 1.38%
22,979
+16
19
$1.81M 1.36%
11,341
20
$1.81M 1.35%
29,438
+4
21
$1.72M 1.29%
14,508
-498
22
$1.7M 1.27%
19,064
23
$1.67M 1.25%
25,000
-5,000
24
$1.64M 1.23%
26,872
+4,470
25
$1.38M 1.03%
10,753
1
2 3 4 5