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
$453M
AUM Growth
-$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.78M
3
+$3.5M
4
AMZN icon
Amazon
AMZN
+$3.12M
5
COR icon
Cencora
COR
+$2.82M

Top Sells

1
+$15.9M
2
+$3.21M
3
+$2.99M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.92M
5
ADP icon
Automatic Data Processing
ADP
+$1.39M

Sector Composition

1 Industrials 29.78%
2 Technology 10.93%
3 Healthcare 9.53%
4 Consumer Discretionary 5.61%
5 Financials 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.79M 0.4%
11,594
52
$1.78M 0.39%
12,931
+849
53
$1.66M 0.37%
19,661
+1,053
54
$1.66M 0.37%
2,000
55
$1.63M 0.36%
4,544
+1,296
56
$1.6M 0.35%
44,925
+3,037
57
$1.59M 0.35%
7,021
-6,099
58
$1.55M 0.34%
5,630
-241
59
$1.53M 0.34%
4,057
+840
60
$1.49M 0.33%
7,331
+948
61
$1.43M 0.32%
32,708
+2,299
62
$1.43M 0.31%
6,396
+745
63
$1.4M 0.31%
11,083
+1,056
64
$1.34M 0.3%
56,224
-108
65
$1.32M 0.29%
4,995
+2,181
66
$1.22M 0.27%
7,460
67
$1.22M 0.27%
17,072
-207
68
$1.14M 0.25%
37,585
-3,217
69
$1.1M 0.24%
3,861
+704
70
$1.08M 0.24%
6,965
+2,098
71
$1.02M 0.23%
9,139
72
$1.01M 0.22%
8,309
-4,009
73
$995K 0.22%
62,121
74
$961K 0.21%
2,482
+368
75
$948K 0.21%
10,923
-939
1 2
3
4 5