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
$273M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$3.04M
3
+$1.46M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$451K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$292K

Top Sells

1
+$700K
2
+$670K
3
+$529K
4
FSK icon
FS KKR Capital
FSK
+$382K
5
UP icon
Wheels Up
UP
+$368K

Sector Composition

1 Technology 14.53%
2 Communication Services 10.65%
3 Financials 6.72%
4 Consumer Discretionary 4.22%
5 Healthcare 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$457K 0.17%
7,764
77
$457K 0.17%
14,502
78
$451K 0.17%
+1
79
$436K 0.16%
5,693
-435
80
$432K 0.16%
1,042
+388
81
$432K 0.16%
5,208
82
$419K 0.15%
3,395
-3
83
$400K 0.15%
6,415
-420
84
$396K 0.15%
7,614
-809
85
$353K 0.13%
2,156
+249
86
$341K 0.13%
3,408
-344
87
$340K 0.12%
742
+2
88
$332K 0.12%
6,722
+11
89
$328K 0.12%
4,682
90
$327K 0.12%
5,348
-827
91
$320K 0.12%
1,270
92
$315K 0.12%
627
+49
93
$313K 0.11%
1,804
-214
94
$312K 0.11%
4,671
95
$304K 0.11%
1,039
+36
96
$304K 0.11%
36,902
97
$301K 0.11%
8,270
-1,700
98
$285K 0.1%
3,810
99
$285K 0.1%
2,033
+19
100
$285K 0.1%
4,817
+60
2 3
4
5 6