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
276
$234K 0.03%
+859
277
$232K 0.03%
2,136
-282
278
$230K 0.03%
+1,794
279
$230K 0.03%
+1,728
280
$229K 0.03%
+1,792
281
$229K 0.03%
+2,259
282
$226K 0.03%
1,924
283
$218K 0.03%
+3,296
284
$217K 0.03%
+1,887
285
$217K 0.03%
+2,574
286
$216K 0.03%
+2,668
287
$215K 0.03%
2,700
-1,272
288
$212K 0.03%
1,283
-521
289
$210K 0.03%
+1,310
290
$210K 0.03%
+4,004
291
$210K 0.03%
+1,529
292
$209K 0.03%
+514
293
$208K 0.03%
+2,004
294
$207K 0.03%
+4,053
295
$205K 0.03%
1,118
296
$204K 0.03%
+3,715
297
$202K 0.03%
+649
298
$175K 0.02%
14,000
299
$110K 0.01%
+10,074
300
$62.8K 0.01%
12,500
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