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
251
$222K 0.03%
2,262
-82
252
$220K 0.03%
3,258
253
$220K 0.03%
542
+40
254
$216K 0.03%
4,827
+77
255
$214K 0.03%
8,032
-95
256
$211K 0.03%
+3,339
257
$210K 0.03%
50,000
258
$206K 0.03%
6,075
259
$205K 0.03%
7,499
260
$204K 0.03%
+1,825
261
$193K 0.03%
+24,500
262
$162K 0.02%
14,000
263
$68.5K 0.01%
11,420
+750
264
$53.3K 0.01%
104,425
265
$37.6K 0.01%
10,000
266
$18.2K ﹤0.01%
20,258
267
$16.6K ﹤0.01%
2,119
268
– –
-5,638
269
– –
-955
270
– –
-1,803
271
– –
-12,309
272
– –
-2,287
273
– –
-3,107
274
– –
-35,000
275
– –
-322,656
8 9 10
11
12