LA

Legacy Advisors Portfolio holdings

AUM $810M
1-Year Est. Return 22.88%
This Quarter Est. Return
1 Year Est. Return
+22.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
-$71.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$982K
3
+$535K
4
GE icon
GE Aerospace
GE
+$369K
5
WBA
Walgreens Boots Alliance
WBA
+$309K

Top Sells

1
+$2.05M
2
+$1.68M
3
+$1.6M
4
MRSH
Marsh
MRSH
+$1.58M
5
STT icon
State Street
STT
+$1.56M

Sector Composition

1 Financials 13.42%
2 Consumer Discretionary 6.82%
3 Healthcare 6.35%
4 Communication Services 5.5%
5 Utilities 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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