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
401
$97.9K 0.01%
29,663
402
$87.5K 0.01%
19,182
+40
403
$87.2K 0.01%
41,542
404
$78.8K 0.01%
20,413
405
$69.5K 0.01%
10,000
406
$61.9K 0.01%
+10,000
407
$42.1K ﹤0.01%
10,670
408
$41.1K ﹤0.01%
10,400
409
$37.2K ﹤0.01%
+33,199
410
$25.6K ﹤0.01%
+1,198
411
– –
-50,000
412
– –
-5,435
413
– –
-13,681
414
– –
-16,763
415
– –
-1,875
416
– –
-2,181
417
– –
-1,033
418
– –
-7,204
419
– –
-5,110
420
– –
-6,146
421
– –
-3,250
422
– –
-1,278
423
– –
-23,800
424
– –
-1,597
425
– –
-17,638
14 15 16
17
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