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
$453M
AUM Growth
-$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.78M
3
+$3.5M
4
AMZN icon
Amazon
AMZN
+$3.12M
5
COR icon
Cencora
COR
+$2.82M

Top Sells

1
+$15.9M
2
+$3.21M
3
+$2.99M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.92M
5
ADP icon
Automatic Data Processing
ADP
+$1.39M

Sector Composition

1 Industrials 29.78%
2 Technology 10.93%
3 Healthcare 9.53%
4 Consumer Discretionary 5.61%
5 Financials 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$627K 0.14%
4,184
+1,031
102
$625K 0.14%
5,983
-13
103
$596K 0.13%
15,000
104
$583K 0.13%
2,397
+528
105
$579K 0.13%
4,783
+1,248
106
$574K 0.13%
4,252
+64
107
$572K 0.13%
13,050
108
$567K 0.13%
14,178
+1,885
109
$563K 0.12%
9,055
-282
110
$547K 0.12%
5,650
+653
111
$547K 0.12%
21,933
+2,540
112
$544K 0.12%
18,174
-51
113
$543K 0.12%
1,358
+334
114
$538K 0.12%
7,571
-1,317
115
$534K 0.12%
2,704
-9,712
116
$533K 0.12%
24,078
117
$532K 0.12%
6,384
+1,250
118
$528K 0.12%
15,714
+5,186
119
$528K 0.12%
4,194
120
$518K 0.11%
5,606
-2,939
121
$510K 0.11%
1,566
+384
122
$505K 0.11%
887
-15
123
$504K 0.11%
3,618
+938
124
$494K 0.11%
1,528
-397
125
$494K 0.11%
2,378
+581
3 4
5
6 7