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
$273M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$3.04M
3
+$1.46M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$451K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$292K

Top Sells

1
+$700K
2
+$670K
3
+$529K
4
FSK icon
FS KKR Capital
FSK
+$382K
5
UP icon
Wheels Up
UP
+$368K

Sector Composition

1 Technology 14.53%
2 Communication Services 10.65%
3 Financials 6.72%
4 Consumer Discretionary 4.22%
5 Healthcare 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.19M 0.8%
28,459
+4
27
$2.1M 0.77%
14,480
-160
28
$2M 0.73%
3,079
29
$1.92M 0.71%
7,964
30
$1.69M 0.62%
17,651
-2,641
31
$1.67M 0.61%
9,790
32
$1.57M 0.58%
3,287
+39
33
$1.32M 0.49%
18,064
-5
34
$1.25M 0.46%
10,497
-265
35
$1.18M 0.43%
62,121
36
$1.16M 0.42%
8,217
+31
37
$1.09M 0.4%
20,000
38
$1.07M 0.39%
5,012
-75
39
$979K 0.36%
41,079
40
$969K 0.36%
19,243
41
$952K 0.35%
60,000
42
$945K 0.35%
8,631
43
$908K 0.33%
1,377
44
$888K 0.33%
2,445
45
$835K 0.31%
2,600
46
$799K 0.29%
19,299
47
$793K 0.29%
36,089
+96
48
$792K 0.29%
19,000
49
$770K 0.28%
4,351
50
$753K 0.28%
4,600
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