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
$775M
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$82M
2
+$4.63M
3
+$4.04M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$3.96M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.73M

Top Sells

1
+$2.52M
2
+$2.11M
3
+$1.93M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.88M
5
MMC icon
Marsh & McLennan
MMC
+$1.83M

Sector Composition

1 Technology 27.17%
2 Industrials 17.34%
3 Healthcare 8.23%
4 Financials 6.57%
5 Consumer Discretionary 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.08M 0.4%
13,818
-7,151
52
$3.07M 0.4%
34,030
-9,422
53
$3.07M 0.4%
83,110
+67,558
54
$3.02M 0.39%
52,077
+47,133
55
$2.96M 0.38%
4,194
+350
56
$2.95M 0.38%
19,051
-1,753
57
$2.94M 0.38%
102,280
+573
58
$2.87M 0.37%
25,748
59
$2.83M 0.36%
4,852
+2,807
60
$2.79M 0.36%
17,749
-5,969
61
$2.75M 0.35%
28,650
+185
62
$2.68M 0.35%
54,100
+23,870
63
$2.65M 0.34%
53,274
-3,512
64
$2.64M 0.34%
100,265
+1,108
65
$2.6M 0.34%
12,674
-9,420
66
$2.58M 0.33%
32,626
-14,867
67
$2.54M 0.33%
10,850
-888
68
$2.47M 0.32%
33,869
-16,214
69
$2.41M 0.31%
4,536
-1,673
70
$2.41M 0.31%
40,830
-13,307
71
$2.32M 0.3%
31,711
-17,702
72
$2.22M 0.29%
50,767
-24,158
73
$2.22M 0.29%
11,594
74
$2.2M 0.28%
3,257
+528
75
$2.17M 0.28%
12,751
-154
1 2
3
4 5