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
$546M
AUM Growth
+$93.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$5.9M
3
+$3.27M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.44M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.8M

Top Sells

1
+$20.6M
2
+$11.3M
3
+$1.43M
4
CTSH icon
Cognizant
CTSH
+$681K
5
MMM icon
3M
MMM
+$518K

Sector Composition

1 Industrials 28.82%
2 Technology 11.09%
3 Healthcare 10.27%
4 Financials 5.89%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$135M 24.77%
1,586,590
-241,106
2
$56.3M 10.3%
330,082
-66,143
3
$15.3M 2.8%
39,869
+35,325
4
$10.8M 1.97%
82,803
+8,108
5
$9.67M 1.77%
25,299
+2,012
6
$9.66M 1.77%
54,660
+5,292
7
$8.33M 1.52%
88,007
+34,533
8
$8.3M 1.52%
34,599
+5,427
9
$7.77M 1.42%
17,548
+1,653
10
$7.21M 1.32%
195,209
+145
11
$6.68M 1.22%
12,602
+2,164
12
$6.15M 1.13%
17,508
-991
13
$5.9M 1.08%
+78,384
14
$5.2M 0.95%
29,896
+3,610
15
$5.03M 0.92%
57,023
+9,319
16
$4.83M 0.88%
29,198
+5,174
17
$4.77M 0.87%
281,104
18
$4.49M 0.82%
38,399
+7,362
19
$4.49M 0.82%
53,403
-3,932
20
$4.48M 0.82%
48,061
+4,395
21
$4.22M 0.77%
7,579
+691
22
$4.16M 0.76%
20,901
+2,462
23
$4.08M 0.75%
35,192
+4,271
24
$3.95M 0.72%
21,754
+5,440
25
$3.94M 0.72%
23,800
+2,955
1
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