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
326
$278K 0.03%
2,151
+31
327
$277K 0.03%
1,053
+335
328
$274K 0.03%
1,579
-102
329
$272K 0.03%
1,945
+128
330
$270K 0.03%
1,995
-149
331
$267K 0.03%
927
+200
332
$264K 0.03%
+208
333
$262K 0.03%
3,194
-178
334
$261K 0.03%
563
+52
335
$258K 0.03%
362
+64
336
$257K 0.02%
1,569
+303
337
$255K 0.02%
2,466
-1,141
338
$254K 0.02%
+889
339
$253K 0.02%
1,924
340
$252K 0.02%
1,897
+118
341
$251K 0.02%
1,460
-46
342
$250K 0.02%
+8,127
343
$247K 0.02%
+6,149
344
$247K 0.02%
2,712
+103
345
$246K 0.02%
1,652
-716
346
$245K 0.02%
2,441
-418
347
$242K 0.02%
6,351
348
$241K 0.02%
2,203
+3
349
$241K 0.02%
4,509
-22
350
$238K 0.02%
2,212
-4,909
12 13
14
15 16