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
$151M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$735K
3
+$571K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$565K
5
ZS icon
Zscaler
ZS
+$366K

Top Sells

1
+$1.5M
2
+$606K
3
+$570K
4
CVX icon
Chevron
CVX
+$372K
5
DD icon
DuPont de Nemours
DD
+$371K

Sector Composition

1 Technology 13.06%
2 Consumer Discretionary 9.32%
3 Communication Services 7.63%
4 Financials 5.72%
5 Healthcare 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.3M 21.35%
207,607
+89,027
2
$9.21M 6.08%
27,504
+371
3
$7.19M 4.75%
21,213
-891
4
$6.21M 4.1%
53,584
+600
5
$5.86M 3.87%
160,620
6
$4.56M 3.01%
15,497
7
$4.15M 2.74%
15,842
+86
8
$3.74M 2.47%
12,165
+378
9
$3.69M 2.44%
13,287
+372
10
$3.57M 2.36%
16,971
-722
11
$3.28M 2.17%
20,860
+100
12
$2.81M 1.85%
18,859
+411
13
$2.79M 1.84%
14,901
+527
14
$2.62M 1.73%
281,104
15
$2.58M 1.71%
64,215
16
$2.5M 1.65%
21,420
+1,345
17
$2.17M 1.43%
2,000
18
$2.13M 1.4%
35,150
+1,150
19
$1.85M 1.22%
28,912
-538
20
$1.78M 1.17%
10,427
+4,318
21
$1.75M 1.16%
14,093
-4,595
22
$1.68M 1.11%
7,747
-6,920
23
$1.49M 0.99%
3,078
24
$1.42M 0.94%
19,380
-600
25
$1.27M 0.84%
18,064
-1,000
1
2 3 4 5