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LA

Legacy Advisors Portfolio holdings

AUM $848M
1-Year Est. Return 21.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$810M
AUM Growth
+$803M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$49.6M
3
+$37.6M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$23M
5
AAPL icon
Apple
AAPL
+$21M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.87%
2 Industrials 11.95%
3 Communication Services 7.18%
4 Financials 5.29%
5 Consumer Discretionary 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.43M 0.18%
+2,511
77
$1.42M 0.17%
+15,155
78
$1.41M 0.17%
+3,472
79
$1.4M 0.17%
+7,605
80
$1.37M 0.17%
+1,796
81
$1.37M 0.17%
+3,061
82
$1.35M 0.17%
+9,731
83
$1.34M 0.17%
+6,482
84
$1.31M 0.16%
+13,375
85
$1.3M 0.16%
+19,994
86
$1.24M 0.15%
+3,720
87
$1.2M 0.15%
+6,413
88
$1.2M 0.15%
+4,248
89
$1.2M 0.15%
+23,533
90
$1.15M 0.14%
+28,968
91
$1.1M 0.14%
+15,000
92
$1.09M 0.14%
+77,091
93
$1.08M 0.13%
+8,403
94
$1.08M 0.13%
+8,207
95
$1.07M 0.13%
+34,132
96
$1.06M 0.13%
+6,214
97
$1.06M 0.13%
+1,108
98
$996K 0.12%
+51,668
99
$958K 0.12%
+6,170
100
$951K 0.12%
+22,762
2 3
4
5 6