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
$1.03B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$43.8M
2
+$10.7M
3
+$6.13M
4
NVDA icon
NVIDIA
NVDA
+$3.39M
5
MSFT icon
Microsoft
MSFT
+$1.9M

Top Sells

1
+$40.8M
2
+$2.34M
3
+$1.78M
4
KO icon
Coca-Cola
KO
+$1M
5
LLY icon
Eli Lilly
LLY
+$994K

Sector Composition

1 Technology 24.93%
2 Industrials 14.52%
3 Financials 7.79%
4 Healthcare 6.6%
5 Communication Services 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.32M 0.22%
10,206
+408
77
$2.31M 0.22%
2,188
-306
78
$2.25M 0.22%
32,038
+4,287
79
$2.24M 0.22%
28,509
+5
80
$2.23M 0.22%
41,150
-2,596
81
$2.19M 0.21%
8,416
-1,011
82
$2.19M 0.21%
10,665
+111
83
$2.09M 0.2%
76,587
+219
84
$2.02M 0.2%
20,132
-387
85
$2.01M 0.2%
17,414
-722
86
$1.98M 0.19%
11,885
+833
87
$1.97M 0.19%
86,355
+15,842
88
$1.97M 0.19%
5,880
+1,221
89
$1.92M 0.19%
9,960
-309
90
$1.86M 0.18%
9,416
+180
91
$1.85M 0.18%
10,702
+325
92
$1.82M 0.18%
12,093
+179
93
$1.8M 0.17%
7,557
+3,341
94
$1.76M 0.17%
23,147
-5,531
95
$1.75M 0.17%
214
96
$1.74M 0.17%
5,370
-1,468
97
$1.71M 0.17%
29,832
+1,101
98
$1.7M 0.16%
11,017
-1,750
99
$1.68M 0.16%
6,822
-1,374
100
$1.68M 0.16%
2,802
+1,704
2 3
4
5 6