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
$546M
AUM Growth
+$93.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$5.9M
3
+$3.27M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.44M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.8M

Top Sells

1
+$20.6M
2
+$11.3M
3
+$1.43M
4
CTSH icon
Cognizant
CTSH
+$681K
5
MMM icon
3M
MMM
+$518K

Sector Composition

1 Industrials 28.82%
2 Technology 11.09%
3 Healthcare 10.27%
4 Financials 5.89%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.84M 0.7%
50,265
+5,192
27
$3.82M 0.7%
15,490
+1,721
28
$3.8M 0.7%
54,107
+6,452
29
$3.66M 0.67%
20,417
+2,172
30
$3.66M 0.67%
13,946
-138
31
$3.53M 0.65%
11,435
+318
32
$3.44M 0.63%
12,917
-159
33
$3.43M 0.63%
6,227
+1,159
34
$3.43M 0.63%
39,486
+6,312
35
$3.35M 0.61%
50,001
+5,980
36
$3.3M 0.6%
51,868
+5,011
37
$3.13M 0.57%
126,593
38
$2.98M 0.55%
11,162
+3,517
39
$2.9M 0.53%
65,703
+7,852
40
$2.85M 0.52%
36,394
+3,936
41
$2.8M 0.51%
98,362
+32
42
$2.78M 0.51%
54,319
+11,566
43
$2.73M 0.5%
26,623
+2,497
44
$2.64M 0.48%
68,333
+7,119
45
$2.56M 0.47%
13,189
+1,313
46
$2.53M 0.46%
20,340
-11
47
$2.45M 0.45%
10,001
+2,670
48
$2.44M 0.45%
+48,570
49
$2.43M 0.44%
50,230
+37,180
50
$2.35M 0.43%
23,642
+3,981
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2
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