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
$674M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$7.17M
3
+$6.84M
4
AAPL icon
Apple
AAPL
+$3.86M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.42M

Top Sells

1
+$3.21M
2
+$3.19M
3
+$689K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$663K
5
COR icon
Cencora
COR
+$481K

Sector Composition

1 Industrials 29.94%
2 Technology 15.16%
3 Healthcare 9.6%
4 Financials 6.16%
5 Consumer Discretionary 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$282K 0.04%
1,467
-240
227
$280K 0.04%
11,110
228
$278K 0.04%
2,092
+8
229
$277K 0.04%
+4,944
230
$276K 0.04%
6,776
+7
231
$274K 0.04%
+4,835
232
$269K 0.04%
1,893
+318
233
$269K 0.04%
1,702
234
$259K 0.04%
4,947
-228
235
$258K 0.04%
5,691
+660
236
$256K 0.04%
+2,600
237
$253K 0.04%
1,258
+35
238
$250K 0.04%
3,369
+343
239
$249K 0.04%
+2,334
240
$244K 0.04%
337
241
$243K 0.04%
5,544
-3,865
242
$242K 0.04%
2,413
-368
243
$239K 0.04%
6,818
-1,745
244
$239K 0.04%
1,391
245
$238K 0.04%
+4,781
246
$227K 0.03%
10,438
247
$226K 0.03%
+4,263
248
$226K 0.03%
13,675
249
$224K 0.03%
+1,970
250
$223K 0.03%
893
+24
8 9
10
11 12