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LA

Legacy Advisors Portfolio holdings

AUM $848M
1-Year Est. Return 21.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$810M
AUM Growth
+$803M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$49.6M
3
+$37.6M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$23M
5
AAPL icon
Apple
AAPL
+$21M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.87%
2 Industrials 11.95%
3 Communication Services 7.18%
4 Financials 5.29%
5 Consumer Discretionary 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$229K 0.03%
+8,432
227
$228K 0.03%
+1,533
228
$227K 0.03%
+5,210
229
$227K 0.03%
+1,085
230
$226K 0.03%
+1,238
231
$221K 0.03%
+16,000
232
$219K 0.03%
+1,397
233
$217K 0.03%
+2,766
234
$215K 0.03%
+1,566
235
$214K 0.03%
+1,164
236
$214K 0.03%
+1,118
237
$206K 0.03%
+5,400
238
$205K 0.03%
+3,614
239
$205K 0.03%
+4,915
240
$203K 0.03%
+1,623
241
$202K 0.03%
+4,424
242
$202K 0.03%
+3,800
243
$202K 0.02%
+843
244
$149K 0.02%
+16,000
245
$80.6K 0.01%
+10,670
246
$69.2K 0.01%
+16,025
247
$50.3K 0.01%
+41,542
248
$49.7K 0.01%
+10,000
249
$49.3K 0.01%
+16,393
250
$18.4K ﹤0.01%
+29,042
6 7 8 9
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