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
$250M
AUM Growth
+$3.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$2.02M
3
+$1.15M
4
HYFM icon
Hydrofarm Holdings
HYFM
+$802K
5
UP icon
Wheels Up
UP
+$368K

Top Sells

1
+$736K
2
+$701K
3
+$565K
4
TLND
Talend S.A. American Depositary Shares
TLND
+$470K
5
PGR icon
Progressive
PGR
+$210K

Sector Composition

1 Technology 16%
2 Communication Services 10.38%
3 Financials 5.83%
4 Consumer Discretionary 4.78%
5 Healthcare 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$60.5M 24.2%
306,549
+29,458
2
$15.3M 6.12%
172,803
+22,796
3
$13.5M 5.39%
222,487
+3,232
4
$9.96M 3.98%
23,200
+16
5
$9.94M 3.97%
131,498
6
$9.67M 3.87%
24,444
-1,427
7
$7.87M 3.15%
16,361
-156
8
$7.79M 3.11%
55,041
+170
9
$5.67M 2.27%
126,580
10
$5.44M 2.18%
16,030
+168
11
$4.63M 1.85%
16,429
+194
12
$4.29M 1.72%
281,104
13
$3.85M 1.54%
10,757
+76
14
$3.5M 1.4%
21,320
+280
15
$3.48M 1.39%
14,416
16
$3.36M 1.34%
2,000
17
$3M 1.2%
20,126
+9
18
$2.99M 1.2%
18,528
+174
19
$2.96M 1.18%
64,215
20
$2.7M 1.08%
20,200
+760
21
$2.45M 0.98%
14,466
+373
22
$2.16M 0.86%
50,885
+1,230
23
$2.12M 0.85%
7,747
24
$1.99M 0.79%
7,838
+15
25
$1.96M 0.78%
28,455
+4
1
2 3 4 5