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
376
$8K ﹤0.01%
62
377
$8K ﹤0.01%
27
378
$8K ﹤0.01%
+67
379
$8K ﹤0.01%
208
+124
380
$8K ﹤0.01%
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382
$7K ﹤0.01%
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383
$7K ﹤0.01%
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384
$7K ﹤0.01%
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385
$7K ﹤0.01%
+108
386
$7K ﹤0.01%
+111
387
$7K ﹤0.01%
+5
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+58
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$7K ﹤0.01%
158
390
$7K ﹤0.01%
131
391
$7K ﹤0.01%
278
392
$6K ﹤0.01%
400
393
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$6K ﹤0.01%
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397
$6K ﹤0.01%
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398
$6K ﹤0.01%
70
399
$6K ﹤0.01%
+44
400
$6K ﹤0.01%
+66
14 15
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