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LA

Legacy Advisors Portfolio holdings

AUM $848M
1-Year Est. Return 21.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$971M
AUM Growth
-$59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$2.99M
3
+$1.43M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.25M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.19M

Top Sells

1
+$5.66M
2
+$3.38M
3
+$2.54M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.25M
5
APP icon
Applovin
APP
+$1.74M

Sector Composition

1 Technology 22.51%
2 Industrials 14.07%
3 Financials 8.74%
4 Healthcare 7.79%
5 Communication Services 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$309 ﹤0.01%
+13,030
427
$161 ﹤0.01%
15,364
428
$143 ﹤0.01%
11,241
429
$101 ﹤0.01%
1,198
430
$98 ﹤0.01%
10,000
431
$96 ﹤0.01%
33,199
432
– –
-6,500
433
– –
-4,800
434
– –
-2,203
435
– –
-8,206
436
– –
-1,402
437
– –
-32,038
438
– –
-26,853
439
– –
-1,940
440
– –
-8,284
441
– –
-8,127
442
– –
-423
443
– –
-14,252
444
– –
-2,000
445
– –
-2,024
446
– –
-4,600
447
– –
-29,663
448
– –
-3,452
449
– –
-1,460
450
– –
-12,870
15 16 17
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