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
376
$216K 0.02%
+1,710
377
$214K 0.02%
14,100
378
$213K 0.02%
+1,624
379
$211K 0.02%
+587
380
$211K 0.02%
1,977
+37
381
$209K 0.02%
+1,173
382
$209K 0.02%
+807
383
$207K 0.02%
+4,600
384
$206K 0.02%
+5,020
385
$206K 0.02%
+568
386
$206K 0.02%
1,679
+50
387
$205K 0.02%
1,940
+39
388
$205K 0.02%
4,800
389
$205K 0.02%
2,318
-655
390
$204K 0.02%
+10,192
391
$203K 0.02%
+2,508
392
$202K 0.02%
1,731
-147
393
$201K 0.02%
1,076
+5
394
$200K 0.02%
+2,358
395
$192K 0.02%
18,193
-433
396
$173K 0.02%
+15,364
397
$171K 0.02%
+17,239
398
$149K 0.01%
+17,545
399
$140K 0.01%
17,715
+2,500
400
$99.8K 0.01%
11,254
14 15
16
17 18