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
251
$500K 0.05%
30,425
+181
252
$499K 0.05%
5,903
+138
253
$495K 0.05%
1,506
+92
254
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2,356
+23
255
$493K 0.05%
4,468
+956
256
$485K 0.05%
8,509
-84
257
$484K 0.05%
5,745
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258
$473K 0.05%
2,623
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259
$472K 0.05%
9,996
260
$468K 0.05%
13,048
-3,829
261
$462K 0.04%
2,361
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262
$460K 0.04%
10,170
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263
$447K 0.04%
4,048
+176
264
$447K 0.04%
645
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265
$446K 0.04%
13,284
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266
$443K 0.04%
1,200
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267
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268
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14,305
-15,632
269
$424K 0.04%
667
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270
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+5,595
271
$423K 0.04%
870
-47
272
$421K 0.04%
1,630
+1
273
$417K 0.04%
84
+7
274
$415K 0.04%
1,831
+894
275
$409K 0.04%
822
+23
9 10
11
12 13