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
276
$409K 0.04%
4,263
277
$401K 0.04%
18,687
278
$398K 0.04%
+4,793
279
$395K 0.04%
6,543
+1,313
280
$383K 0.04%
1,100
+32
281
$383K 0.04%
13,066
-1,824
282
$382K 0.04%
42,500
283
$380K 0.04%
2,662
-4
284
$378K 0.04%
+4,434
285
$374K 0.04%
+5,414
286
$367K 0.04%
8,171
287
$360K 0.04%
5,677
288
$358K 0.03%
889
+99
289
$357K 0.03%
3,864
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290
$356K 0.03%
1,894
+343
291
$355K 0.03%
+5,600
292
$354K 0.03%
+7,975
293
$353K 0.03%
2,087
294
$346K 0.03%
4,427
+1,268
295
$345K 0.03%
+13,511
296
$342K 0.03%
2,591
+593
297
$337K 0.03%
3,300
298
$336K 0.03%
1,213
+31
299
$332K 0.03%
4,296
-1,522
300
$332K 0.03%
1,914
-40
10 11
12
13 14