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
$674M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$7.17M
3
+$6.84M
4
AAPL icon
Apple
AAPL
+$3.86M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.42M

Top Sells

1
+$3.21M
2
+$3.19M
3
+$689K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$663K
5
COR icon
Cencora
COR
+$481K

Sector Composition

1 Industrials 29.94%
2 Technology 15.16%
3 Healthcare 9.6%
4 Financials 6.16%
5 Consumer Discretionary 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.95M 0.44%
20,305
+12,919
52
$2.9M 0.43%
7,381
+1,710
53
$2.8M 0.42%
9,379
+8,051
54
$2.79M 0.41%
25,621
+18,752
55
$2.75M 0.41%
52,650
+2,420
56
$2.73M 0.41%
27,974
-240
57
$2.72M 0.4%
37,147
-1,486
58
$2.71M 0.4%
25,589
+17,160
59
$2.64M 0.39%
48,570
60
$2.6M 0.39%
98,636
+875
61
$2.6M 0.39%
29,457
-144
62
$2.49M 0.37%
16,415
+1,011
63
$2.48M 0.37%
24,998
-147
64
$2.43M 0.36%
73,686
+2,887
65
$2.39M 0.36%
10,824
+1,151
66
$2.39M 0.35%
9,125
+1,724
67
$2.37M 0.35%
2,000
68
$2.35M 0.35%
69,816
-2,601
69
$2.35M 0.35%
17,422
+12,244
70
$2.33M 0.35%
54,810
+25,072
71
$2.28M 0.34%
94,068
+28,920
72
$2.23M 0.33%
4,871
+32
73
$2.19M 0.32%
22,221
-775
74
$2.15M 0.32%
14,570
-682
75
$2.14M 0.32%
3,810
+26
1 2
3
4 5