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
$775M
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$82M
2
+$4.63M
3
+$4.04M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$3.96M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.73M

Top Sells

1
+$2.52M
2
+$2.11M
3
+$1.93M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.88M
5
MMC icon
Marsh & McLennan
MMC
+$1.83M

Sector Composition

1 Technology 27.17%
2 Industrials 17.34%
3 Healthcare 8.23%
4 Financials 6.57%
5 Consumer Discretionary 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.37M 0.18%
2,473
-97
102
$1.34M 0.17%
6,140
103
$1.33M 0.17%
4,335
+5
104
$1.32M 0.17%
5,589
+157
105
$1.32M 0.17%
3,303
-308
106
$1.3M 0.17%
5,461
-559
107
$1.3M 0.17%
94,338
+1,817
108
$1.29M 0.17%
22,083
+243
109
$1.28M 0.17%
18,770
-12,300
110
$1.22M 0.16%
6,093
-1
111
$1.21M 0.16%
11,524
112
$1.19M 0.15%
41,416
-26,880
113
$1.18M 0.15%
4,135
+1
114
$1.18M 0.15%
3,015
-1,094
115
$1.17M 0.15%
4,949
+358
116
$1.17M 0.15%
15,552
117
$1.16M 0.15%
41,686
+14
118
$1.16M 0.15%
3,189
+58
119
$1.16M 0.15%
8,483
+38
120
$1.13M 0.15%
2,372
+14
121
$1.08M 0.14%
6,232
122
$1.08M 0.14%
25,726
+347
123
$1.08M 0.14%
19,445
-33,935
124
$1.07M 0.14%
8,592
+2,008
125
$1.05M 0.14%
4,032
-1,336
3 4
5
6 7