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
$546M
AUM Growth
+$93.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$5.9M
3
+$3.27M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.44M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.8M

Top Sells

1
+$20.6M
2
+$11.3M
3
+$1.43M
4
CTSH icon
Cognizant
CTSH
+$681K
5
MMM icon
3M
MMM
+$518K

Sector Composition

1 Industrials 28.82%
2 Technology 11.09%
3 Healthcare 10.27%
4 Financials 5.89%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$816K 0.15%
2,928
+531
102
$816K 0.15%
56,204
-4,154
103
$814K 0.15%
3,832
+706
104
$807K 0.15%
4,994
+214
105
$799K 0.15%
11,127
+4,824
106
$799K 0.15%
7,273
+1,623
107
$797K 0.15%
9,305
+2,921
108
$795K 0.15%
1,981
+623
109
$793K 0.15%
4,149
110
$788K 0.14%
6,076
+1,892
111
$752K 0.14%
111,272
112
$726K 0.13%
3,470
+1,092
113
$710K 0.13%
6,322
+2,704
114
$704K 0.13%
3,456
115
$703K 0.13%
14,758
+580
116
$695K 0.13%
4,399
+19
117
$667K 0.12%
3,802
+1,161
118
$664K 0.12%
+8,906
119
$660K 0.12%
15,000
120
$656K 0.12%
8,493
+3,104
121
$656K 0.12%
7,916
+2,496
122
$654K 0.12%
4,427
+175
123
$653K 0.12%
5,304
+309
124
$651K 0.12%
3,127
+981
125
$641K 0.12%
3,636
+962
3 4
5
6 7