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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
451
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452
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453
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454
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-1,929
455
$0 ﹤0.01%
+29,841
456
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457
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-10,400
458
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459
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-6,080
460
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462
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463
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464
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-10,000
465
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-5,370
466
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467
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-903
468
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469
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470
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-5,600
471
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-7,099
472
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473
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474
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