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
$546M
AUM Growth
+$93.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$5.9M
3
+$3.27M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.44M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.8M

Top Sells

1
+$20.6M
2
+$11.3M
3
+$1.43M
4
CTSH icon
Cognizant
CTSH
+$681K
5
MMM icon
3M
MMM
+$518K

Sector Composition

1 Industrials 28.82%
2 Technology 11.09%
3 Healthcare 10.27%
4 Financials 5.89%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.19M 0.22%
10,690
-233
77
$1.16M 0.21%
7,409
+1,887
78
$1.13M 0.21%
8,343
+34
79
$1.12M 0.21%
5,326
+2,622
80
$1.11M 0.2%
8,875
-264
81
$1.09M 0.2%
62,121
82
$1.08M 0.2%
22,120
+5,788
83
$1.07M 0.2%
+26,131
84
$1.04M 0.19%
87,721
+8,361
85
$1.04M 0.19%
7,732
+1,749
86
$996K 0.18%
26,092
+10,378
87
$993K 0.18%
30,180
+305
88
$984K 0.18%
5,116
+1,609
89
$977K 0.18%
27,948
+3,045
90
$977K 0.18%
11,524
91
$965K 0.18%
19,299
-350
92
$953K 0.17%
7,071
+1,831
93
$932K 0.17%
8,617
94
$929K 0.17%
22,544
+3,582
95
$927K 0.17%
2,273
+707
96
$926K 0.17%
10,513
97
$920K 0.17%
4,829
+46
98
$910K 0.17%
15,552
99
$904K 0.17%
6,232
100
$897K 0.16%
7,389
+2,325
2 3
4
5 6