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
$775M
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$82M
2
+$4.63M
3
+$4.04M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$3.96M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.73M

Top Sells

1
+$2.52M
2
+$2.11M
3
+$1.93M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.88M
5
MMC icon
Marsh & McLennan
MMC
+$1.83M

Sector Composition

1 Technology 27.17%
2 Industrials 17.34%
3 Healthcare 8.23%
4 Financials 6.57%
5 Consumer Discretionary 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.13M 0.27%
42,442
+11,198
77
$2.08M 0.27%
15,336
-3,581
78
$2.06M 0.27%
81,168
-12,900
79
$2.06M 0.27%
18,742
-827
80
$2.05M 0.26%
28,491
+5
81
$2M 0.26%
21,005
-6,448
82
$2M 0.26%
24,069
-5,032
83
$1.9M 0.24%
7,298
+1,315
84
$1.79M 0.23%
10,020
-671
85
$1.74M 0.22%
22,262
-13,489
86
$1.74M 0.22%
18,439
-247
87
$1.72M 0.22%
8,318
-907
88
$1.71M 0.22%
2,939
-466
89
$1.71M 0.22%
7,792
+11
90
$1.7M 0.22%
13,348
-8,054
91
$1.67M 0.21%
5,637
+815
92
$1.6M 0.21%
7,451
-645
93
$1.59M 0.2%
7,898
+1,187
94
$1.53M 0.2%
12,163
+8
95
$1.51M 0.19%
43,237
+1,836
96
$1.49M 0.19%
44,244
+3,566
97
$1.48M 0.19%
7,540
98
$1.46M 0.19%
33,321
+3,568
99
$1.44M 0.18%
9,270
-1,632
100
$1.42M 0.18%
10,860
+519
2 3
4
5 6