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
401
$6K ﹤0.01%
+76
402
$6K ﹤0.01%
+214
403
$6K ﹤0.01%
339
+202
404
$6K ﹤0.01%
440
405
$6K ﹤0.01%
60
406
$6K ﹤0.01%
277
407
$5K ﹤0.01%
91
408
$5K ﹤0.01%
200
409
$5K ﹤0.01%
+38
410
$5K ﹤0.01%
+186
411
$5K ﹤0.01%
73
412
$5K ﹤0.01%
33
413
$5K ﹤0.01%
+54
414
$4K ﹤0.01%
110
415
$4K ﹤0.01%
49
416
$4K ﹤0.01%
+94
417
$4K ﹤0.01%
+450
418
$4K ﹤0.01%
50
419
$4K ﹤0.01%
155
+2
420
$4K ﹤0.01%
263
+3
421
$4K ﹤0.01%
+84
422
$4K ﹤0.01%
+45
423
$4K ﹤0.01%
258
424
$4K ﹤0.01%
+66
425
$4K ﹤0.01%
+36
15 16
17
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