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
$273M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$3.04M
3
+$1.46M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$451K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$292K

Top Sells

1
+$700K
2
+$670K
3
+$529K
4
FSK icon
FS KKR Capital
FSK
+$382K
5
UP icon
Wheels Up
UP
+$368K

Sector Composition

1 Technology 14.53%
2 Communication Services 10.65%
3 Financials 6.72%
4 Consumer Discretionary 4.22%
5 Healthcare 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$744K 0.27%
3,710
52
$736K 0.27%
17,361
53
$732K 0.27%
866
54
$726K 0.27%
4,767
+1
55
$693K 0.25%
7,727
56
$692K 0.25%
1,061
-145
57
$690K 0.25%
1,331
+231
58
$664K 0.24%
5,642
59
$648K 0.24%
3,218
60
$641K 0.24%
2,851
-130
61
$641K 0.24%
10,859
-987
62
$625K 0.23%
17,707
-924
63
$607K 0.22%
2,595
64
$599K 0.22%
2,119
65
$598K 0.22%
12,298
-164
66
$579K 0.21%
8,025
67
$555K 0.2%
1,575
68
$544K 0.2%
10,065
+160
69
$542K 0.2%
3,227
+1,027
70
$522K 0.19%
3,298
-19
71
$521K 0.19%
2,044
-2,748
72
$511K 0.19%
4,370
-539
73
$509K 0.19%
20,753
+753
74
$491K 0.18%
4,757
+949
75
$463K 0.17%
2,601
1 2
3
4 5