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
$775M
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$82M
2
+$4.63M
3
+$4.04M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$3.96M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.73M

Top Sells

1
+$2.52M
2
+$2.11M
3
+$1.93M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.88M
5
MMC icon
Marsh & McLennan
MMC
+$1.83M

Sector Composition

1 Technology 27.17%
2 Industrials 17.34%
3 Healthcare 8.23%
4 Financials 6.57%
5 Consumer Discretionary 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$333K 0.04%
1,727
+25
227
$331K 0.04%
642
-143
228
$330K 0.04%
1,370
+95
229
$326K 0.04%
5,003
+37
230
$324K 0.04%
+735
231
$323K 0.04%
8,248
232
$322K 0.04%
1,419
-238
233
$320K 0.04%
2,635
+20
234
$319K 0.04%
5,480
+678
235
$317K 0.04%
1,859
+1
236
$315K 0.04%
3,824
-1,389
237
$314K 0.04%
+4,174
238
$314K 0.04%
+3,365
239
$308K 0.04%
50,000
240
$307K 0.04%
6,595
+62
241
$307K 0.04%
10,438
242
$304K 0.04%
4,626
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243
$303K 0.04%
34,052
244
$300K 0.04%
11,110
245
$297K 0.04%
2,563
-2,060
246
$296K 0.04%
1,466
+35
247
$296K 0.04%
+15,261
248
$292K 0.04%
3,381
-2,021
249
$292K 0.04%
2,116
+24
250
$291K 0.04%
8,230
-8,262
8 9
10
11 12