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
$1.03B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$43.8M
2
+$10.7M
3
+$6.13M
4
NVDA icon
NVIDIA
NVDA
+$3.39M
5
MSFT icon
Microsoft
MSFT
+$1.9M

Top Sells

1
+$40.8M
2
+$2.34M
3
+$1.78M
4
KO icon
Coca-Cola
KO
+$1M
5
LLY icon
Eli Lilly
LLY
+$994K

Sector Composition

1 Technology 24.93%
2 Industrials 14.52%
3 Financials 7.79%
4 Healthcare 6.6%
5 Communication Services 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.68M 0.16%
26,906
-16,119
102
$1.59M 0.15%
59,960
+3,406
103
$1.58M 0.15%
4,754
+162
104
$1.58M 0.15%
15,552
105
$1.53M 0.15%
5,146
+120
106
$1.52M 0.15%
5,065
+2,733
107
$1.49M 0.14%
11,801
+19
108
$1.47M 0.14%
2,830
-112
109
$1.44M 0.14%
73,704
-2,834
110
$1.44M 0.14%
15,230
+390
111
$1.4M 0.14%
26,853
112
$1.4M 0.14%
29,227
-2,079
113
$1.4M 0.14%
10,867
114
$1.39M 0.14%
9,204
-846
115
$1.39M 0.13%
6,186
-1,073
116
$1.38M 0.13%
34,553
-228
117
$1.36M 0.13%
11,013
+1,204
118
$1.35M 0.13%
3,979
+206
119
$1.35M 0.13%
35,924
+3,769
120
$1.34M 0.13%
9,762
+183
121
$1.34M 0.13%
4,465
+73
122
$1.32M 0.13%
7,580
+5,185
123
$1.3M 0.13%
150,199
+11,148
124
$1.3M 0.13%
4,798
-440
125
$1.29M 0.13%
4,295
+44
3 4
5
6 7