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
$923M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$8.17M
2
+$5.19M
3
+$2.76M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.34M
5
GLD icon
SPDR Gold Trust
GLD
+$2.33M

Top Sells

1
+$31.3M
2
+$1.03M
3
+$749K
4
FTNT icon
Fortinet
FTNT
+$662K
5
QCOM icon
Qualcomm
QCOM
+$545K

Sector Composition

1 Technology 26.26%
2 Industrials 13.73%
3 Healthcare 8.09%
4 Financials 7.42%
5 Communication Services 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$91.1M 9.86%
739,869
-254,257
2
$83.3M 9.02%
2,163,058
-415
3
$34.5M 3.73%
147,941
+1,281
4
$27.7M 3%
88,021
-15
5
$24.6M 2.67%
57,266
+3,956
6
$24.5M 2.65%
42,464
-16
7
$22.6M 2.44%
192,864
+23,567
8
$21.5M 2.33%
37,468
+316
9
$20.4M 2.21%
35,656
+1,513
10
$20.4M 2.2%
230,917
-2,525
11
$14.9M 1.61%
79,959
+12,303
12
$12.8M 1.39%
77,402
+8,039
13
$11.8M 1.28%
52,272
+736
14
$11.4M 1.23%
93,748
-148
15
$11.2M 1.21%
24,348
+11,283
16
$10.7M 1.16%
20,211
-390
17
$9.94M 1.08%
61,305
+2,241
18
$9.8M 1.06%
192,951
+215
19
$9.72M 1.05%
17,065
+9
20
$9.52M 1.03%
34,400
-91
21
$8.63M 0.93%
114,813
-49
22
$8.19M 0.89%
16,781
+4,789
23
$8.17M 0.89%
+238,363
24
$7.29M 0.79%
12,465
+909
25
$6.8M 0.74%
7,681
+543
1
2 3 4 5