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
$674M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$7.17M
3
+$6.84M
4
AAPL icon
Apple
AAPL
+$3.86M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.42M

Top Sells

1
+$3.21M
2
+$3.19M
3
+$689K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$663K
5
COR icon
Cencora
COR
+$481K

Sector Composition

1 Industrials 29.94%
2 Technology 15.16%
3 Healthcare 9.6%
4 Financials 6.16%
5 Consumer Discretionary 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.22M 0.18%
+6,495
102
$1.21M 0.18%
2,489
+1,826
103
$1.21M 0.18%
42,018
+838
104
$1.2M 0.18%
28,952
-241
105
$1.2M 0.18%
5,790
+274
106
$1.19M 0.18%
111,272
107
$1.18M 0.17%
11,520
+610
108
$1.15M 0.17%
7,379
+834
109
$1.14M 0.17%
89,721
+2,000
110
$1.13M 0.17%
11,524
111
$1.12M 0.17%
8,410
+34
112
$1.1M 0.16%
15,552
113
$1.07M 0.16%
4,070
-2,609
114
$1.06M 0.16%
5,012
+113
115
$1.03M 0.15%
+11,064
116
$1M 0.15%
6,232
117
$987K 0.15%
4,111
+194
118
$976K 0.14%
2,956
+134
119
$947K 0.14%
10,636
+551
120
$946K 0.14%
22,751
+442
121
$941K 0.14%
11,099
-5,274
122
$927K 0.14%
4,469
+3,421
123
$925K 0.14%
7,161
+339
124
$914K 0.14%
4,149
125
$899K 0.13%
8,906
3 4
5
6 7