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
$453M
AUM Growth
-$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.78M
3
+$3.5M
4
AMZN icon
Amazon
AMZN
+$3.12M
5
COR icon
Cencora
COR
+$2.82M

Top Sells

1
+$15.9M
2
+$3.21M
3
+$2.99M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.92M
5
ADP icon
Automatic Data Processing
ADP
+$1.39M

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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-4,821
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232
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242
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246
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