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
$791M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.59M
3
+$1.4M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.24M
5
APP icon
Applovin
APP
+$1.22M

Top Sells

1
+$34.3M
2
+$19M
3
+$1.7M
4
GWW icon
W.W. Grainger
GWW
+$1.55M
5
PFE icon
Pfizer
PFE
+$1.54M

Sector Composition

1 Technology 25.93%
2 Industrials 17.45%
3 Healthcare 7.83%
4 Financials 6.7%
5 Communication Services 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.92M 0.24%
21,432
-12,598
77
$1.9M 0.24%
7,834
-4,840
78
$1.89M 0.24%
4,688
+353
79
$1.89M 0.24%
18,129
-310
80
$1.88M 0.24%
12,616
-5,133
81
$1.8M 0.23%
29,257
-11,573
82
$1.79M 0.23%
8,712
+394
83
$1.78M 0.22%
46,553
+2,309
84
$1.72M 0.22%
6,590
+497
85
$1.69M 0.21%
2,776
+894
86
$1.68M 0.21%
2,882
-1,654
87
$1.66M 0.21%
24,248
+2,165
88
$1.65M 0.21%
6,605
-846
89
$1.65M 0.21%
7,849
-49
90
$1.64M 0.21%
20,583
-12,043
91
$1.62M 0.2%
4,426
-1,211
92
$1.6M 0.2%
10,900
-11,542
93
$1.56M 0.2%
40,043
-3,194
94
$1.54M 0.19%
5,115
+1,484
95
$1.54M 0.19%
9,520
+250
96
$1.49M 0.19%
11,332
+472
97
$1.48M 0.19%
18,241
-13,470
98
$1.48M 0.19%
32,681
-18,086
99
$1.47M 0.19%
6,140
100
$1.46M 0.18%
2,697
+224
2 3
4
5 6