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
$1.03B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$43.8M
2
+$10.7M
3
+$6.13M
4
NVDA icon
NVIDIA
NVDA
+$3.39M
5
MSFT icon
Microsoft
MSFT
+$1.9M

Top Sells

1
+$40.8M
2
+$2.34M
3
+$1.78M
4
KO icon
Coca-Cola
KO
+$1M
5
LLY icon
Eli Lilly
LLY
+$994K

Sector Composition

1 Technology 24.93%
2 Industrials 14.52%
3 Financials 7.79%
4 Healthcare 6.6%
5 Communication Services 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.68M 0.36%
32,565
-105
52
$3.68M 0.36%
33,042
+1,986
53
$3.57M 0.35%
3,896
+1
54
$3.53M 0.34%
32,802
-2,883
55
$3.35M 0.32%
3,157
+160
56
$3.33M 0.32%
25,231
57
$3.27M 0.32%
3,670
+225
58
$3.27M 0.32%
11,110
-477
59
$3.22M 0.31%
54,715
+2,734
60
$3.21M 0.31%
26,646
+1,108
61
$3.2M 0.31%
1,883
+37
62
$3.18M 0.31%
21,981
+2,483
63
$3.06M 0.3%
11,102
+4,248
64
$2.92M 0.28%
93,086
-913
65
$2.92M 0.28%
15,552
+487
66
$2.66M 0.26%
7,972
+130
67
$2.54M 0.25%
9,433
68
$2.53M 0.25%
4,846
+492
69
$2.52M 0.24%
57,424
+4,271
70
$2.41M 0.23%
5,099
+3,254
71
$2.4M 0.23%
9,998
+5,508
72
$2.4M 0.23%
11,879
+357
73
$2.36M 0.23%
10,686
+2,855
74
$2.36M 0.23%
26,068
+1,517
75
$2.36M 0.23%
3,745
+92
1 2
3
4 5