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
$775M
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$82M
2
+$4.63M
3
+$4.04M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$3.96M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.73M

Top Sells

1
+$2.52M
2
+$2.11M
3
+$1.93M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.88M
5
MMC icon
Marsh & McLennan
MMC
+$1.83M

Sector Composition

1 Technology 27.17%
2 Industrials 17.34%
3 Healthcare 8.23%
4 Financials 6.57%
5 Consumer Discretionary 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.76M 0.61%
286,104
+5,000
27
$4.59M 0.59%
42,120
-6,403
28
$4.57M 0.59%
13,184
+1,911
29
$4.55M 0.59%
12,754
+1,196
30
$4.5M 0.58%
98,453
+85
31
$4.44M 0.57%
14,978
+507
32
$3.9M 0.5%
35,465
+10,213
33
$3.61M 0.46%
5,772
+88
34
$3.61M 0.46%
14,513
+1,795
35
$3.6M 0.46%
14,545
-1,066
36
$3.58M 0.46%
13,088
+6,557
37
$3.54M 0.46%
20,824
+764
38
$3.52M 0.45%
8,256
+57
39
$3.48M 0.45%
11,489
-795
40
$3.45M 0.44%
4,160
-1,442
41
$3.39M 0.44%
22,725
-5,556
42
$3.25M 0.42%
10,847
-1,689
43
$3.21M 0.41%
11,155
-3,021
44
$3.21M 0.41%
13,806
+8,870
45
$3.2M 0.41%
21,869
+2,757
46
$3.18M 0.41%
35,075
-4,458
47
$3.15M 0.41%
25,231
48
$3.14M 0.4%
2,000
49
$3.11M 0.4%
22,442
-12,538
50
$3.09M 0.4%
30,871
+11,902
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