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
$791M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.59M
3
+$1.4M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.24M
5
APP icon
Applovin
APP
+$1.22M

Top Sells

1
+$34.3M
2
+$19M
3
+$1.7M
4
GWW icon
W.W. Grainger
GWW
+$1.55M
5
PFE icon
Pfizer
PFE
+$1.54M

Sector Composition

1 Technology 25.93%
2 Industrials 17.45%
3 Healthcare 7.83%
4 Financials 6.7%
5 Communication Services 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.42M 0.18%
20,211
-13,658
102
$1.4M 0.18%
5,938
+477
103
$1.39M 0.18%
14,865
-6,140
104
$1.36M 0.17%
8,159
+619
105
$1.36M 0.17%
5,325
-264
106
$1.33M 0.17%
30,686
-2,635
107
$1.32M 0.17%
8,451
-6,885
108
$1.31M 0.17%
15,552
109
$1.3M 0.16%
46,939
-55,341
110
$1.29M 0.16%
9,335
+743
111
$1.26M 0.16%
8,513
+30
112
$1.25M 0.16%
10,867
-657
113
$1.24M 0.16%
12,786
+1,286
114
$1.23M 0.16%
9,007
+116
115
$1.23M 0.16%
12,118
+920
116
$1.22M 0.15%
+19,191
117
$1.21M 0.15%
6,482
+250
118
$1.21M 0.15%
4,473
+338
119
$1.21M 0.15%
13,731
-10,338
120
$1.2M 0.15%
19,835
+390
121
$1.2M 0.15%
76,538
-17,800
122
$1.17M 0.15%
141,749
+10,717
123
$1.16M 0.15%
9,229
+494
124
$1.15M 0.15%
6,364
+2,039
125
$1.15M 0.14%
41,686
3 4
5
6 7