LA
Legacy Advisors Portfolio holdings
AUM
$6.33M
1-Year Return
22.3%
This Quarter Return
-9.1%
1 Year Return
+22.3%
3 Year Return
+95.6%
5 Year Return
+147.33%
10 Year Return
–
AUM
$621M
AUM Growth
-$53.1M
(-7.9%)
Cap. Flow
+$35M
Cap. Flow
% of AUM
5.63%
Top 10 Holdings %
Top 10 Hldgs %
37.46%
Holding
293
New
26
Increased
159
Reduced
51
Closed
13
Top Buys
| 1 |
iShares Russell 1000 ETF
IWB
|
$7.95M |
| 2 |
iShares Russell Mid-Cap ETF
IWR
|
$5.37M |
| 3 |
Elevance Health
ELV
|
$2.06M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$1.7M |
| 5 |
Apple
AAPL
|
$1.49M |
Top Sells
| 1 |
MasTec
MTZ
|
$6.15M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$2.28M |
| 3 |
United Parcel Service
UPS
|
$1.07M |
| 4 |
Becton Dickinson
BDX
|
$817K |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
$723K |
Sector Composition
| 1 | Industrials | 20.8% |
| 2 | Technology | 17.32% |
| 3 | Healthcare | 10.84% |
| 4 | Consumer Discretionary | 6.92% |
| 5 | Financials | 6.86% |
