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
$791M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.59M
3
+$1.4M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.24M
5
APP icon
Applovin
APP
+$1.22M

Top Sells

1
+$34.3M
2
+$19M
3
+$1.7M
4
GWW icon
W.W. Grainger
GWW
+$1.55M
5
PFE icon
Pfizer
PFE
+$1.54M

Sector Composition

1 Technology 25.93%
2 Industrials 17.45%
3 Healthcare 7.83%
4 Financials 6.7%
5 Communication Services 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.07M 0.39%
53,156
-118
52
$3.02M 0.38%
2,000
53
$2.99M 0.38%
18,935
-3,790
54
$2.96M 0.37%
3,878
-316
55
$2.73M 0.35%
20,589
+1,847
56
$2.72M 0.34%
29,776
+1,126
57
$2.69M 0.34%
92,195
-8,070
58
$2.68M 0.34%
2,638
-1,522
59
$2.66M 0.34%
10,600
-250
60
$2.56M 0.32%
8,995
-2,160
61
$2.51M 0.32%
8,990
+1,692
62
$2.41M 0.3%
13,809
+1,058
63
$2.39M 0.3%
11,594
64
$2.38M 0.3%
3,250
-7
65
$2.24M 0.28%
8,428
+636
66
$2.2M 0.28%
10,340
+320
67
$2.18M 0.27%
28,496
+5
68
$2.17M 0.27%
12,351
-2,162
69
$2.15M 0.27%
3,080
+141
70
$2.14M 0.27%
79,713
-1,455
71
$2.09M 0.26%
8,202
-5,616
72
$2.04M 0.26%
13,279
+1,116
73
$2.02M 0.25%
15,170
+6,500
74
$1.95M 0.25%
11,518
+8,252
75
$1.93M 0.24%
43,628
+1,186
1 2
3
4 5