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
$791M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.59M
3
+$1.4M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.24M
5
APP icon
Applovin
APP
+$1.22M

Top Sells

1
+$34.3M
2
+$19M
3
+$1.7M
4
GWW icon
W.W. Grainger
GWW
+$1.55M
5
PFE icon
Pfizer
PFE
+$1.54M

Sector Composition

1 Technology 25.93%
2 Industrials 17.45%
3 Healthcare 7.83%
4 Financials 6.7%
5 Communication Services 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.25M 0.66%
36,917
-2,296
27
$5.1M 0.64%
28,870
-7,322
28
$4.91M 0.62%
6,309
+1,457
29
$4.88M 0.62%
12,712
-472
30
$4.77M 0.6%
16,914
+1,936
31
$4.59M 0.58%
286,104
32
$4.2M 0.53%
8,718
+462
33
$4.15M 0.52%
6,379
+607
34
$4.08M 0.52%
20,349
-475
35
$3.96M 0.5%
14,807
+262
36
$3.87M 0.49%
23,874
+2,005
37
$3.87M 0.49%
11,489
38
$3.81M 0.48%
99,803
+1,350
39
$3.74M 0.47%
10,455
-392
40
$3.61M 0.46%
31,061
+190
41
$3.61M 0.46%
19,820
+769
42
$3.57M 0.45%
14,756
+1,668
43
$3.53M 0.45%
28,817
-6,258
44
$3.45M 0.44%
13,807
+1
45
$3.42M 0.43%
30,130
-5,335
46
$3.31M 0.42%
25,231
47
$3.25M 0.41%
83,277
+167
48
$3.14M 0.4%
52,101
+24
49
$3.12M 0.39%
25,748
50
$3.08M 0.39%
32,603
-9,517
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2
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