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
$674M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$7.17M
3
+$6.84M
4
AAPL icon
Apple
AAPL
+$3.86M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.42M

Top Sells

1
+$3.21M
2
+$3.19M
3
+$689K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$663K
5
COR icon
Cencora
COR
+$481K

Sector Composition

1 Industrials 29.94%
2 Technology 15.16%
3 Healthcare 9.6%
4 Financials 6.16%
5 Consumer Discretionary 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.11M 0.31%
28,482
+5
77
$2.07M 0.31%
11,594
78
$2.02M 0.3%
11,230
-90
79
$1.75M 0.26%
51,555
-2,071
80
$1.67M 0.25%
25,924
-703
81
$1.67M 0.25%
8,361
+394
82
$1.64M 0.24%
9,436
+1,121
83
$1.59M 0.24%
13,774
+2,869
84
$1.56M 0.23%
20,649
-85
85
$1.47M 0.22%
7,230
-230
86
$1.44M 0.21%
16,497
-727
87
$1.43M 0.21%
6,001
+2,995
88
$1.38M 0.21%
30,195
-743
89
$1.38M 0.21%
3,972
+592
90
$1.37M 0.2%
2,553
+1,790
91
$1.36M 0.2%
12,724
+6,554
92
$1.36M 0.2%
10,818
+6,754
93
$1.36M 0.2%
8,600
+5,520
94
$1.35M 0.2%
57,137
+40,658
95
$1.34M 0.2%
41,040
+10,601
96
$1.33M 0.2%
8,037
+73
97
$1.3M 0.19%
30,750
+2,290
98
$1.26M 0.19%
5,579
+1,449
99
$1.22M 0.18%
2,433
+103
100
$1.22M 0.18%
+5,387
2 3
4
5 6