LA

Legacy Advisors Portfolio holdings

AUM $810M
1-Year Est. Return 22.88%
This Quarter Est. Return
1 Year Est. Return
+22.88%
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
+$2.38M
2
+$1.59M
3
+$1.4M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.24M
5
APP icon
Applovin
APP
+$1.22M

Top Sells

1
+$34.3M
2
+$19M
3
+$1.7M
4
GWW icon
W.W. Grainger
GWW
+$1.55M
5
PFE icon
Pfizer
PFE
+$1.54M

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
326
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-2,668
327
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-50,000
328
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-519
329
– –
-1,794
330
– –
-1,667
331
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-999
332
– –
-2,128
333
– –
-3,381
334
– –
-4,626
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