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
301
$330K 0.03%
1,182
+113
302
$321K 0.03%
1,832
303
$319K 0.03%
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304
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305
$318K 0.03%
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306
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2,024
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307
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+905
308
$310K 0.03%
9,485
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309
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3,459
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310
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311
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312
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6,758
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313
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+1,038
314
$292K 0.03%
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315
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6,484
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316
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317
$287K 0.03%
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319
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1,593
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320
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322
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2,381
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323
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+1,717
324
$279K 0.03%
6,500
325
$279K 0.03%
2,148
+10
11 12
13
14 15