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
$791M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.59M
3
+$1.4M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.24M
5
APP icon
Applovin
APP
+$1.22M

Top Sells

1
+$34.3M
2
+$19M
3
+$1.7M
4
GWW icon
W.W. Grainger
GWW
+$1.55M
5
PFE icon
Pfizer
PFE
+$1.54M

Sector Composition

1 Technology 25.93%
2 Industrials 17.45%
3 Healthcare 7.83%
4 Financials 6.7%
5 Communication Services 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$406K 0.05%
2,056
-123
227
$394K 0.05%
22,408
+1,534
228
$393K 0.05%
1,514
-3,435
229
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1,512
+298
230
$384K 0.05%
1,322
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231
$382K 0.05%
5,677
232
$372K 0.05%
5,524
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233
$356K 0.04%
3,647
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234
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8,248
235
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3,748
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236
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237
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238
$340K 0.04%
2,087
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239
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1,859
240
$338K 0.04%
729
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241
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242
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243
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244
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245
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246
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247
$322K 0.04%
+3,040
248
$314K 0.04%
2,122
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249
$309K 0.04%
+2,708
250
$300K 0.04%
15,261
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10
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