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
$246M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$11.8M
3
+$4.57M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.64M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.35M

Top Sells

1
+$27.2M
2
+$954K
3
+$777K
4
GM icon
General Motors
GM
+$489K
5
F icon
Ford
F
+$459K

Sector Composition

1 Technology 15.95%
2 Communication Services 11.33%
3 Financials 6%
4 Consumer Discretionary 5.7%
5 Healthcare 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$54.4M 22.07%
277,091
+23,300
2
$14.2M 5.77%
+219,255
3
$13.9M 5.64%
150,007
+14,613
4
$11.8M 4.8%
+131,498
5
$10.2M 4.13%
25,871
+6,703
6
$9.92M 4.03%
23,184
+42
7
$8.11M 3.29%
16,517
+5
8
$7.51M 3.05%
54,871
-296
9
$6.34M 2.58%
126,580
-19,040
10
$5.51M 2.24%
15,862
11
$4.44M 1.8%
281,104
12
$4.4M 1.79%
16,235
-341
13
$3.79M 1.54%
10,681
-118
14
$3.62M 1.47%
21,040
15
$3.51M 1.43%
15,497
16
$3.49M 1.42%
14,416
17
$3.12M 1.26%
2,000
18
$3.02M 1.23%
18,354
-769
19
$2.97M 1.21%
20,117
+9
20
$2.94M 1.19%
64,215
21
$2.48M 1.01%
14,093
22
$2.37M 0.96%
19,440
+60
23
$2.1M 0.85%
7,747
24
$2.05M 0.83%
49,655
25
$1.99M 0.81%
28,451
+4
1
2 3 4 5