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
$1.03B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$43.8M
2
+$10.7M
3
+$6.13M
4
NVDA icon
NVIDIA
NVDA
+$3.39M
5
MSFT icon
Microsoft
MSFT
+$1.9M

Top Sells

1
+$40.8M
2
+$2.34M
3
+$1.78M
4
KO icon
Coca-Cola
KO
+$1M
5
LLY icon
Eli Lilly
LLY
+$994K

Sector Composition

1 Technology 24.93%
2 Industrials 14.52%
3 Financials 7.79%
4 Healthcare 6.6%
5 Communication Services 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.08M 0.69%
117,308
+2,495
27
$6.38M 0.62%
26,635
+1,540
28
$6.29M 0.61%
12,431
-34
29
$5.98M 0.58%
28,171
-262
30
$5.77M 0.56%
16,393
+529
31
$5.68M 0.55%
10,792
+544
32
$5.48M 0.53%
18,910
-86
33
$5.47M 0.53%
281,104
34
$5.2M 0.51%
21,494
+300
35
$5.04M 0.49%
87,137
-140
36
$4.99M 0.48%
71,685
+25,002
37
$4.98M 0.48%
12,389
+400
38
$4.94M 0.48%
6,393
-1,288
39
$4.82M 0.47%
12,379
+55
40
$4.69M 0.45%
30,558
-454
41
$4.62M 0.45%
19,926
+356
42
$4.43M 0.43%
14,004
+1,547
43
$4.19M 0.41%
6,669
+336
44
$4.04M 0.39%
11,211
+169
45
$3.85M 0.37%
23,615
+6,661
46
$3.81M 0.37%
22,699
-2,341
47
$3.8M 0.37%
29,808
+4,060
48
$3.75M 0.36%
14,718
+262
49
$3.71M 0.36%
14,045
-169
50
$3.7M 0.36%
20,812
-1,085
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2
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