LA

Legacy Advisors Portfolio holdings

AUM $6.33M
1-Year Est. Return 22.3%
This Quarter Est. Return
1 Year Est. Return
+22.3%
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
MMC icon
Marsh & McLennan
MMC
+$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
26
$1.48M 1.12%
29,050
+261
27
$1.45M 1.1%
23,410
+97
28
$1.4M 1.06%
56,942
-8,273
29
$1.36M 1.03%
20,246
30
$1.27M 0.96%
9,458
+1,278
31
$1.26M 0.96%
12,393
+232
32
$1.24M 0.94%
18,209
+490
33
$1.19M 0.91%
10,753
34
$1.19M 0.9%
10,989
+236
35
$1.08M 0.82%
35,550
36
$913K 0.69%
17,010
+3,016
37
$900K 0.68%
60,508
-4,116
38
$855K 0.65%
57,740
39
$817K 0.62%
4,199
-7,054
40
$796K 0.6%
8,149
+856
41
$729K 0.55%
7,823
42
$715K 0.54%
20,999
+1,438
43
$701K 0.53%
14,412
+148
44
$698K 0.53%
8,064
+180
45
$683K 0.52%
9,178
-12,181
46
$673K 0.51%
6,904
-887
47
$652K 0.49%
8,356
+129
48
$630K 0.48%
55,773
49
$611K 0.46%
16,854
+10,167
50
$608K 0.46%
28,184
+481
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