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
251
$291K 0.04%
1,213
-1,936
252
$284K 0.04%
3,104
-5,827
253
$283K 0.04%
+3,414
254
$280K 0.04%
7,548
+49
255
$276K 0.04%
1,214
-405
256
$273K 0.04%
+5,823
257
$269K 0.03%
24,500
258
$269K 0.03%
1,686
+219
259
$265K 0.03%
7,205
+1,130
260
$263K 0.03%
+1,850
261
$263K 0.03%
999
+54
262
$262K 0.03%
+579
263
$259K 0.03%
+4,266
264
$253K 0.03%
2,128
+225
265
$253K 0.03%
8,104
+4
266
$251K 0.03%
+3,269
267
$246K 0.03%
13,469
-1,888
268
$243K 0.03%
8,884
-562
269
$242K 0.03%
+4,238
270
$242K 0.03%
+1,100
271
$237K 0.03%
+519
272
$237K 0.03%
2,367
-132
273
$236K 0.03%
+1,775
274
$236K 0.03%
4,263
275
$235K 0.03%
1,575
9 10
11
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