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
$453M
AUM Growth
-$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.78M
3
+$3.5M
4
AMZN icon
Amazon
AMZN
+$3.12M
5
COR icon
Cencora
COR
+$2.82M

Top Sells

1
+$15.9M
2
+$3.21M
3
+$2.99M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.92M
5
ADP icon
Automatic Data Processing
ADP
+$1.39M

Sector Composition

1 Industrials 29.78%
2 Technology 10.93%
3 Healthcare 9.53%
4 Consumer Discretionary 5.61%
5 Financials 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.13M 0.69%
33,174
+1,104
27
$2.97M 0.66%
11,117
+280
28
$2.91M 0.64%
47,655
+9,796
29
$2.82M 0.62%
+20,845
30
$2.66M 0.59%
16,314
+1,877
31
$2.65M 0.58%
46,857
-646
32
$2.62M 0.58%
18,245
+1,065
33
$2.61M 0.58%
30,921
+2,206
34
$2.59M 0.57%
31,037
+20,735
35
$2.57M 0.57%
5,068
+668
36
$2.43M 0.54%
44,021
+12,882
37
$2.42M 0.53%
20,351
-17
38
$2.35M 0.52%
11,182
-128
39
$2.33M 0.52%
57,851
+3,626
40
$2.22M 0.49%
16,379
+661
41
$2.14M 0.47%
26,300
+1,890
42
$2.11M 0.47%
19,495
+1,451
43
$2.04M 0.45%
11,876
+1,067
44
$2.03M 0.45%
24,126
+1,986
45
$2M 0.44%
61,214
+4,001
46
$2M 0.44%
20,759
+3,339
47
$1.99M 0.44%
32,458
+2,176
48
$1.97M 0.43%
7,645
+1,140
49
$1.9M 0.42%
28,470
+4
50
$1.87M 0.41%
42,753
+2,754
1
2
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