LA
Legacy Advisors Portfolio holdings
AUM
$6.33M
1-Year Return
22.3%
This Quarter Return
+8.56%
1 Year Return
+22.3%
3 Year Return
+95.6%
5 Year Return
+147.33%
10 Year Return
–
AUM
$273M
AUM Growth
+$22.5M
(+9%)
Cap. Flow
+$5.72M
Cap. Flow
% of AUM
2.1%
Top 10 Holdings %
Top 10 Hldgs %
59.12%
Holding
138
New
11
Increased
27
Reduced
42
Closed
5
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$3.14M |
| 2 |
iShares S&P 100 ETF
OEF
|
$3.04M |
| 3 |
Vanguard Russell 2000 ETF
VTWO
|
$1.46M |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
$451K |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$292K |
Top Sells
| 1 |
Vanguard Mid-Cap ETF
VO
|
$700K |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$670K |
| 3 |
iShares Russell 1000 ETF
IWB
|
$529K |
| 4 |
FS KKR Capital
FSK
|
$382K |
| 5 |
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% |
