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
$273M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$3.04M
3
+$1.46M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$451K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$292K

Top Sells

1
+$700K
2
+$670K
3
+$529K
4
FSK icon
FS KKR Capital
FSK
+$382K
5
UP icon
Wheels Up
UP
+$368K

Sector Composition

1 Technology 14.53%
2 Communication Services 10.65%
3 Financials 6.72%
4 Consumer Discretionary 4.22%
5 Healthcare 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$283K 0.1%
5,977
-41
102
$267K 0.1%
1,969
-195
103
$266K 0.1%
2,308
104
$266K 0.1%
+11,110
105
$262K 0.1%
1,900
106
$262K 0.1%
10,000
107
$259K 0.1%
1,710
108
$258K 0.09%
5,334
-3
109
$255K 0.09%
615
-13
110
$253K 0.09%
1,798
+57
111
$248K 0.09%
6,540
112
$246K 0.09%
1,108
-18
113
$244K 0.09%
8,000
114
$240K 0.09%
2,046
-82
115
$239K 0.09%
15,061
116
$238K 0.09%
+861
117
$238K 0.09%
10,438
118
$237K 0.09%
2,497
119
$235K 0.09%
+3,701
120
$232K 0.09%
+8,607
121
$232K 0.09%
1,575
122
$223K 0.08%
+1,534
123
$220K 0.08%
+2,145
124
$218K 0.08%
1,995
-41
125
$217K 0.08%
3,263
-79
2 3 4
5
6