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
351
$237K 0.02%
1,402
-573
352
$237K 0.02%
+1,128
353
$237K 0.02%
2,005
354
$235K 0.02%
1,676
-492
355
$234K 0.02%
701
+1
356
$230K 0.02%
+3,040
357
$230K 0.02%
2,172
-605
358
$229K 0.02%
+2,000
359
$229K 0.02%
7,099
+576
360
$229K 0.02%
2,700
361
$228K 0.02%
13,319
-372
362
$227K 0.02%
615
+50
363
$227K 0.02%
8,284
-1,369
364
$227K 0.02%
+1,929
365
$225K 0.02%
1,746
-23
366
$225K 0.02%
+974
367
$224K 0.02%
2,957
+38
368
$221K 0.02%
866
-135
369
$221K 0.02%
+1,681
370
$219K 0.02%
+1,127
371
$218K 0.02%
423
+22
372
$218K 0.02%
4,050
+480
373
$217K 0.02%
1,680
374
$216K 0.02%
+921
375
$216K 0.02%
+873
13 14
15
16 17