LA
Legacy Advisors Portfolio holdings
AUM
$810M
1-Year Est. Return
22.88%
1 Year Est. Return
+22.88%
AUM
$6.33M
AUM Growth
-$965M
(-99%)
Holding
433
Top Sells
| 1 | +$42.5M | |
| 2 | +$36.1M | |
| 3 | +$15.3M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$13.8M |
| 5 |
NVIDIA
NVDA
|
+$13.5M |
Sector Composition
| 1 | Technology | 28.28% |
| 2 | Industrials | 10.17% |
| 3 | Financials | 4.44% |
| 4 | Consumer Discretionary | 0.9% |
| 5 | Communication Services | 0.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
426
Citigroup
C
$196B
| – | – |
-9,865
|
|
||
427
CACI
CACI
$13B
| – | – |
-1
|
|
||
428
Cardinal Health
CAH
$47B
| – | – |
-2,469
|
|
||
429
Carrier Global
CARR
$44.5B
| – | – |
-4,441
|
|
||
430
Caterpillar
CAT
$278B
| – | – |
-3,426
|
|
||
431
Chubb
CB
$119B
| – | – |
-1,413
|
|
||
432
Charter Communications
CHTR
$26.5B
| – | – |
-619
|
|
||
433
Cigna
CI
$70.2B
| – | – |
-5,339
|
|