We are live on ! Find out more
LA

Legacy Advisors Portfolio holdings

AUM $848M
1-Year Est. Return 21.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$810M
AUM Growth
+$803M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$49.6M
3
+$37.6M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$23M
5
AAPL icon
Apple
AAPL
+$21M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.87%
2 Industrials 11.95%
3 Communication Services 7.18%
4 Financials 5.29%
5 Consumer Discretionary 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.06M 0.25%
+53,508
52
$2.02M 0.25%
+7,893
53
$2.01M 0.25%
+6,503
54
$1.99M 0.25%
+7,075
55
$1.99M 0.25%
+2,149
56
$1.97M 0.24%
+17,516
57
$1.91M 0.24%
+10,696
58
$1.88M 0.23%
+15,552
59
$1.84M 0.23%
+5,569
60
$1.81M 0.22%
+15,851
61
$1.81M 0.22%
+2,594
62
$1.79M 0.22%
+8,908
63
$1.76M 0.22%
+34,208
64
$1.75M 0.22%
+101,747
65
$1.73M 0.21%
+4,057
66
$1.73M 0.21%
+7,138
67
$1.7M 0.21%
+4,991
68
$1.7M 0.21%
+211
69
$1.62M 0.2%
+7,964
70
$1.6M 0.2%
+12,891
71
$1.58M 0.2%
+10,867
72
$1.57M 0.19%
+13,090
73
$1.54M 0.19%
+19,260
74
$1.47M 0.18%
+10,469
75
$1.46M 0.18%
+4,850
1 2
3
4 5