LA

Legacy Advisors Portfolio holdings

AUM $931M
1-Year Est. Return 17.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.91%
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
+$7.74M
2
+$6.79M
3
+$6.52M
4
AAPL icon
Apple
AAPL
+$3.47M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.27M

Top Sells

1
+$3.48M
2
+$2.99M
3
+$663K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$628K
5
COR icon
Cencora
COR
+$433K

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
276
– –
-3,107
277
– –
-35,000
278
– –
-322,656
8 9 10 11
12