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
$823M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$1.67M
3
+$1.09M
4
KO icon
Coca-Cola
KO
+$1.03M
5
PM icon
Philip Morris
PM
+$1.02M

Top Sells

1
+$18.5M
2
+$3.25M
3
+$2.6M
4
INTC icon
Intel
INTC
+$1.04M
5
UBER icon
Uber
UBER
+$960K

Sector Composition

1 Technology 27.7%
2 Industrials 16.52%
3 Healthcare 7.5%
4 Financials 6.2%
5 Communication Services 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$106M 12.93%
994,126
-173,322
2
$78M 9.48%
2,163,473
-748
3
$30.9M 3.75%
146,660
+18,808
4
$26.2M 3.18%
88,036
+426
5
$23.8M 2.9%
53,310
+1,794
6
$23.2M 2.83%
42,480
+500
7
$20.2M 2.46%
37,152
+484
8
$18.9M 2.3%
233,442
+4,953
9
$18.1M 2.2%
169,297
+7,241
10
$17.2M 2.09%
34,143
+1,523
11
$13.1M 1.59%
67,656
+2,116
12
$12.6M 1.54%
69,363
+3,652
13
$11.7M 1.42%
51,536
+427
14
$11.6M 1.41%
93,896
+13,506
15
$10.3M 1.26%
20,601
+208
16
$9.51M 1.16%
192,736
-1,500
17
$9.13M 1.11%
17,056
-20
18
$9.12M 1.11%
34,491
-33
19
$8.63M 1.05%
59,064
-1,033
20
$8.35M 1.01%
114,862
-13,211
21
$7.23M 0.88%
41,876
+4,959
22
$6.46M 0.79%
7,138
+829
23
$5.89M 0.72%
11,556
-527
24
$5.86M 0.71%
27,793
+1,916
25
$5.75M 0.7%
11,992
+22
1
2 3 4 5