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
$453M
AUM Growth
-$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.78M
3
+$3.5M
4
AMZN icon
Amazon
AMZN
+$3.12M
5
COR icon
Cencora
COR
+$2.82M

Top Sells

1
+$15.9M
2
+$3.21M
3
+$2.99M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.92M
5
ADP icon
Automatic Data Processing
ADP
+$1.39M

Sector Composition

1 Industrials 29.78%
2 Technology 10.93%
3 Healthcare 9.53%
4 Consumer Discretionary 5.61%
5 Financials 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$917K 0.2%
+11,524
77
$900K 0.2%
15,552
78
$898K 0.2%
111,272
79
$885K 0.2%
14,240
+1,701
80
$885K 0.2%
5,522
+613
81
$875K 0.19%
79,360
-625
82
$855K 0.19%
29,875
-697
83
$841K 0.19%
10,513
-120
84
$836K 0.18%
4,706
+2,750
85
$825K 0.18%
60,358
+358
86
$818K 0.18%
8,617
87
$802K 0.18%
+16,332
88
$801K 0.18%
6,232
89
$776K 0.17%
18,962
+7,031
90
$768K 0.17%
19,649
+350
91
$760K 0.17%
5,240
+719
92
$745K 0.16%
4,149
93
$730K 0.16%
24,903
+269
94
$681K 0.15%
11,856
+2,404
95
$674K 0.15%
5,064
+1,236
96
$660K 0.15%
3,507
+858
97
$654K 0.14%
4,380
+126
98
$650K 0.14%
3,456
+1,331
99
$649K 0.14%
+322,656
100
$642K 0.14%
4,780
-278
2 3
4
5 6