LA

Legacy Advisors Portfolio holdings

AUM $931M
1-Year Est. Return 17.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$203M
AUM Growth
+$69.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.03M
3
+$2.38M
4
LOW icon
Lowe's Companies
LOW
+$1.86M
5
COR icon
Cencora
COR
+$1.85M

Top Sells

1
+$1.64M
2
+$434K
3
+$282K
4
PAA icon
Plains All American Pipeline
PAA
+$153K
5
BF.B icon
Brown-Forman Class B
BF.B
+$128K

Sector Composition

1 Financials 14.69%
2 Healthcare 9.6%
3 Consumer Discretionary 7.15%
4 Consumer Staples 5.99%
5 Technology 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$10K ﹤0.01%
100
352
$10K ﹤0.01%
+59
353
$10K ﹤0.01%
+154
354
$10K ﹤0.01%
180
+80
355
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+193
356
$10K ﹤0.01%
60
357
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148
358
$10K ﹤0.01%
+453
359
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54
360
$10K ﹤0.01%
150
361
$9K ﹤0.01%
60
362
$9K ﹤0.01%
+48
363
$9K ﹤0.01%
+104
364
$9K ﹤0.01%
+111
365
$8K ﹤0.01%
+79
366
$8K ﹤0.01%
41
367
$8K ﹤0.01%
100
368
$8K ﹤0.01%
500
-1,200
369
$8K ﹤0.01%
110
370
$8K ﹤0.01%
+41
371
$8K ﹤0.01%
+66
372
$8K ﹤0.01%
+24
373
$8K ﹤0.01%
312
-6,082
374
$8K ﹤0.01%
76
375
$8K ﹤0.01%
+115
13 14
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