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
$674M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$7.17M
3
+$6.84M
4
AAPL icon
Apple
AAPL
+$3.86M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.42M

Top Sells

1
+$3.21M
2
+$3.19M
3
+$689K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$663K
5
COR icon
Cencora
COR
+$481K

Sector Composition

1 Industrials 29.94%
2 Technology 15.16%
3 Healthcare 9.6%
4 Financials 6.16%
5 Consumer Discretionary 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.72M 0.7%
16,438
+75
27
$4.7M 0.7%
15,244
+2,016
28
$4.67M 0.69%
42,291
-323
29
$4.59M 0.68%
12,438
-13
30
$4.41M 0.65%
22,914
-2,502
31
$4.06M 0.6%
36,227
-1,108
32
$4.04M 0.6%
45,107
-1,521
33
$3.96M 0.59%
98,380
+13
34
$3.91M 0.58%
200,637
-164,765
35
$3.84M 0.57%
11,262
-376
36
$3.82M 0.57%
51,453
-1,849
37
$3.78M 0.56%
31,219
+8,711
38
$3.77M 0.56%
51,665
-1,628
39
$3.59M 0.53%
40,219
-774
40
$3.52M 0.52%
11,523
+160
41
$3.35M 0.5%
48,498
-1,306
42
$3.35M 0.5%
281,104
43
$3.32M 0.49%
6,369
-176
44
$3.31M 0.49%
19,479
+3,009
45
$3.31M 0.49%
90,118
+25,775
46
$3.29M 0.49%
14,002
+78
47
$3.24M 0.48%
53,471
-1,497
48
$3.2M 0.47%
14,393
-295
49
$3.18M 0.47%
10,231
+2,782
50
$2.96M 0.44%
24,112
+15,237
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