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LA

Legacy Advisors Portfolio holdings

AUM $848M
1-Year Est. Return 21.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.33M
AUM Growth
-$965M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M

Top Sells

1
+$96.1M
2
+$48.6M
3
+$42.5M
4
AAPL icon
Apple
AAPL
+$33.1M
5
MSFT icon
Microsoft
MSFT
+$22.3M

Sector Composition

1 Technology 28.28%
2 Industrials 10.17%
3 Financials 4.44%
4 Consumer Discretionary 0.9%
5 Communication Services 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.6M 41.13%
+89,183
2
$1.34M 21.23%
47,482
-1,276,297
3
$644K 10.17%
109,695
-666,992
4
$281K 4.44%
5,071
-276,033
5
$238K 3.77%
8,543
-229,820
6
$224K 3.54%
20,593
-209,402
7
$222K 3.51%
24,304
-191,454
8
$194K 3.06%
10,458
-183,141
9
$118K 1.87%
24,312
-164,113
10
$109K 1.73%
10,188
-109,050
11
$89.7K 1.42%
30,467
-59,927
12
$57K 0.9%
12,511
-74,745
13
$51.3K 0.81%
25,990
-79,198
14
$39.7K 0.63%
24,517
-15,789
15
$38.7K 0.61%
24,030
-14,694
16
$28K 0.44%
20,693
-15,024
17
$24.7K 0.39%
12,310
-51,404
18
$22.6K 0.36%
12,896
-10,868
19
– –
-8,697
20
– –
-11,962
21
– –
-2,530
22
– –
-2,677
23
– –
-10,670
24
– –
-9,785
25
– –
-14,093
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