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
301
$52.4K 0.01%
11,094
-326
302
$42.6K 0.01%
+10,400
303
$32.2K ﹤0.01%
10,000
304
$19.4K ﹤0.01%
2,119
305
– –
-29,205
306
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-909
307
– –
-5,544
308
– –
-20,258
309
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-4,649
310
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-4,122
311
– –
-2,656
312
– –
-3,508
313
– –
-5,218
314
– –
-13,979
315
– –
-6,816
316
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-48,570
317
– –
-13,675
318
– –
-104,425
9 10 11 12
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