LA

Legacy Advisors Portfolio holdings

AUM $931M
1-Year Est. Return 17.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$453M
AUM Growth
-$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$4.22M
3
+$3.95M
4
AMZN icon
Amazon
AMZN
+$3.49M
5
COR icon
Cencora
COR
+$2.99M

Top Sells

1
+$15.9M
2
+$3.56M
3
+$2.99M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.13M
5
ADP icon
Automatic Data Processing
ADP
+$1.44M

Sector Composition

1 Industrials 29.78%
2 Technology 10.93%
3 Healthcare 9.53%
4 Consumer Discretionary 5.61%
5 Financials 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$21K ﹤0.01%
250
227
$12K ﹤0.01%
125
228
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-7,936
229
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231
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232
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233
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239
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240
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241
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-231,596
242
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243
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246
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-8,025
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