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
$542M
AUM Growth
-$4.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$1.83M
3
+$1.61M
4
AAPL icon
Apple
AAPL
+$1.1M
5
EPD icon
Enterprise Products Partners
EPD
+$1.06M

Top Sells

1
+$51.4M
2
+$12.1M
3
+$5.9M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$1.07M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$887K

Sector Composition

1 Industrials 30.03%
2 Technology 15.41%
3 Healthcare 10.38%
4 Consumer Discretionary 6.65%
5 Financials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$138M 25.4%
1,458,165
-128,425
2
$16M 2.96%
38,987
-882
3
$14.8M 2.72%
89,502
+6,699
4
$10.6M 1.96%
36,887
+2,288
5
$10.4M 1.92%
55,540
-274,542
6
$10.1M 1.87%
104,672
+16,665
7
$9.47M 1.75%
23,133
-2,166
8
$8.67M 1.6%
55,911
+1,251
9
$8.4M 1.55%
195,414
+205
10
$7.6M 1.4%
16,587
-961
11
$7.56M 1.39%
365,402
+309,198
12
$7.27M 1.34%
19,336
+1,828
13
$6.98M 1.29%
14,774
+2,172
14
$6.17M 1.14%
31,815
+1,919
15
$6.01M 1.11%
57,941
+918
16
$5.66M 1.04%
54,795
+1,392
17
$5.53M 1.02%
33,198
+4,000
18
$5.24M 0.97%
42,614
+4,215
19
$4.53M 0.83%
6,571
-1,008
20
$4.45M 0.82%
22,270
+1,369
21
$4.42M 0.82%
98,367
+5
22
$4.4M 0.81%
24,150
+2,396
23
$4.12M 0.76%
53,302
+3,037
24
$4.1M 0.76%
40,993
+1,507
25
$4.07M 0.75%
25,416
+1,616
1
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