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
$791M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.55M
3
+$1.46M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.19M
5
LLY icon
Eli Lilly
LLY
+$1.04M

Top Sells

1
+$29.2M
2
+$15.5M
3
+$1.65M
4
PFE icon
Pfizer
PFE
+$1.54M
5
GWW icon
W.W. Grainger
GWW
+$1.42M

Sector Composition

1 Technology 25.93%
2 Industrials 17.45%
3 Healthcare 7.83%
4 Financials 6.7%
5 Communication Services 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$249K 0.03%
+202
277
$245K 0.03%
5,905
-1,300
278
$245K 0.03%
2,277
+141
279
$242K 0.03%
1,100
280
$239K 0.03%
+5,276
281
$238K 0.03%
+1,179
282
$237K 0.03%
1,924
283
$230K 0.03%
1,566
+37
284
$229K 0.03%
2,872
-1,302
285
$229K 0.03%
547
+33
286
$226K 0.03%
+2,756
287
$222K 0.03%
+3,513
288
$219K 0.03%
+1,700
289
$218K 0.03%
+392
290
$216K 0.03%
4,053
291
$216K 0.03%
3,721
+6
292
$213K 0.03%
42,500
293
$213K 0.03%
2,009
+122
294
$211K 0.03%
+1,680
295
$210K 0.03%
+58
296
$208K 0.03%
4,238
297
$207K 0.03%
+1,308
298
$206K 0.03%
+568
299
$206K 0.03%
2,289
-411
300
$205K 0.03%
+2,252
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