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
$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
– –
-2,203
433
– –
-4,800
434
– –
-1,460
435
– –
-12,870
436
– –
-5,370
437
– –
-1,076
438
– –
-903
439
– –
-20,413
440
– –
-13,066
441
– –
-5,600
442
– –
-7,099
443
– –
-17,715
444
– –
-17,239
445
– –
-23,500
446
– –
-6,500
447
– –
-8,206
448
– –
-1,402
449
– –
-32,038
450
– –
-26,853
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