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
$176M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$6.39M
2
+$2.42M
3
+$988K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$829K
5
DBX icon
Dropbox
DBX
+$444K

Top Sells

1
+$1.99M
2
+$1.64M
3
+$1.13M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$840K
5
UBER icon
Uber
UBER
+$765K

Sector Composition

1 Technology 13.51%
2 Consumer Discretionary 8.83%
3 Communication Services 7.66%
4 Financials 5.93%
5 Healthcare 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38.1M 21.62%
221,706
+14,099
2
$9.17M 5.21%
115,848
+80,698
3
$8.64M 4.91%
23,120
-4,384
4
$7.43M 4.22%
145,620
-15,000
5
$6.92M 3.93%
16,476
-4,737
6
$6.9M 3.92%
51,993
-1,591
7
$4.36M 2.48%
15,977
+135
8
$4.12M 2.34%
11,982
-183
9
$3.69M 2.1%
16,575
-396
10
$3.61M 2.05%
15,497
11
$3.58M 2.03%
281,104
12
$3.38M 1.92%
20,760
-100
13
$3.35M 1.9%
2,000
14
$3.16M 1.79%
14,901
15
$3.04M 1.73%
9,697
-3,590
16
$3.04M 1.73%
64,215
17
$2.94M 1.67%
18,657
-202
18
$2.61M 1.48%
20,098
-1,322
19
$2.55M 1.45%
14,093
20
$1.92M 1.09%
28,444
-468
21
$1.87M 1.06%
7,747
22
$1.75M 0.99%
9,790
+5,540
23
$1.7M 0.96%
19,380
24
$1.69M 0.96%
3,078
25
$1.54M 0.88%
18,064
1
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