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
$621M
AUM Growth
-$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$7.95M
2
+$5.37M
3
+$2.06M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.7M
5
AAPL icon
Apple
AAPL
+$1.49M

Top Sells

1
+$6.15M
2
+$2.28M
3
+$1.07M
4
BDX icon
Becton Dickinson
BDX
+$817K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$723K

Sector Composition

1 Industrials 20.8%
2 Technology 17.32%
3 Healthcare 10.87%
4 Consumer Discretionary 6.92%
5 Financials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$98.7M 15.9%
1,371,376
-85,470
2
$20.2M 3.26%
118,123
+8,712
3
$18.2M 2.93%
42,166
-41
4
$17.1M 2.75%
72,303
+33,679
5
$16.7M 2.7%
39,154
-148
6
$14.2M 2.29%
44,938
+2,370
7
$13.8M 2.23%
145,976
+6,940
8
$12.5M 2.01%
179,531
+77,194
9
$11.3M 1.82%
72,571
+4,279
10
$9.79M 1.58%
195,246
+203
11
$8.26M 1.33%
63,132
+4,587
12
$8.05M 1.3%
39,950
-191
13
$7.9M 1.27%
15,667
+1,062
14
$7.88M 1.27%
61,971
+718
15
$7.73M 1.25%
16,930
+336
16
$7.13M 1.15%
37,483
+914
17
$7.06M 1.14%
17,916
+208
18
$6.66M 1.07%
40,656
+10,394
19
$6.22M 1%
36,688
+3,349
20
$5.83M 0.94%
126,838
+60
21
$5.26M 0.85%
17,140
+1,896
22
$4.88M 0.79%
16,257
-181
23
$4.77M 0.77%
28,281
-1,926
24
$4.66M 0.75%
48,523
+6,232
25
$4.64M 0.75%
200,678
+41
1
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