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
$546M
AUM Growth
+$93.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$5.9M
3
+$3.27M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.44M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.8M

Top Sells

1
+$20.6M
2
+$11.3M
3
+$1.43M
4
CTSH icon
Cognizant
CTSH
+$681K
5
MMM icon
3M
MMM
+$518K

Sector Composition

1 Industrials 28.82%
2 Technology 11.09%
3 Healthcare 10.27%
4 Financials 5.89%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.29M 0.42%
29,157
+2,857
52
$2.28M 0.42%
14,397
+1,466
53
$2.2M 0.4%
6,964
+1,334
54
$2.19M 0.4%
10,227
-955
55
$2.15M 0.39%
21,614
+2,119
56
$2.15M 0.39%
14,163
+3,080
57
$2.13M 0.39%
8,360
+1,964
58
$2.12M 0.39%
28,474
+4
59
$2.08M 0.38%
8,646
+1,625
60
$1.97M 0.36%
11,594
61
$1.96M 0.36%
22,116
+1,357
62
$1.96M 0.36%
16,281
-98
63
$1.8M 0.33%
5,177
+1,316
64
$1.72M 0.31%
50,400
+5,475
65
$1.69M 0.31%
2,000
66
$1.58M 0.29%
9,550
+2,585
67
$1.51M 0.28%
3,880
+1,398
68
$1.48M 0.27%
3,819
-238
69
$1.48M 0.27%
+28,911
70
$1.43M 0.26%
17,967
+3,727
71
$1.37M 0.25%
56,925
+701
72
$1.31M 0.24%
17,181
+109
73
$1.3M 0.24%
51,750
+27,672
74
$1.3M 0.24%
7,460
75
$1.3M 0.24%
39,130
+1,545
1 2
3
4 5