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
$1.03B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$43.8M
2
+$10.7M
3
+$6.13M
4
NVDA icon
NVIDIA
NVDA
+$3.39M
5
MSFT icon
Microsoft
MSFT
+$1.9M

Top Sells

1
+$40.8M
2
+$2.34M
3
+$1.78M
4
KO icon
Coca-Cola
KO
+$1M
5
LLY icon
Eli Lilly
LLY
+$994K

Sector Composition

1 Technology 24.93%
2 Industrials 14.52%
3 Financials 7.79%
4 Healthcare 6.6%
5 Communication Services 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$657K 0.06%
1,569
+155
227
$646K 0.06%
20,861
-3,784
228
$644K 0.06%
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229
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230
$641K 0.06%
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231
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232
$635K 0.06%
368
233
$630K 0.06%
8,507
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234
$619K 0.06%
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235
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236
$594K 0.06%
6,053
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237
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238
$555K 0.05%
10,606
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239
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14,502
240
$546K 0.05%
4,308
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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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10,462
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247
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6,973
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248
$510K 0.05%
6,450
+120
249
$507K 0.05%
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250
$504K 0.05%
2,282
-54
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11 12