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LA

Legacy Advisors Portfolio holdings

AUM $848M
1-Year Est. Return 21.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$810M
AUM Growth
+$803M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$49.6M
3
+$37.6M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$23M
5
AAPL icon
Apple
AAPL
+$21M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.87%
2 Industrials 11.95%
3 Communication Services 7.18%
4 Financials 5.29%
5 Consumer Discretionary 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$929K 0.11%
+20,323
102
$899K 0.11%
+9,632
103
$893K 0.11%
+8,003
104
$869K 0.11%
+17,873
105
$857K 0.11%
+23,472
106
$856K 0.11%
+9,439
107
$845K 0.1%
+5,497
108
$834K 0.1%
+1,525
109
$803K 0.1%
+10,796
110
$779K 0.1%
+2,600
111
$776K 0.1%
+3,851
112
$768K 0.09%
+13,289
113
$765K 0.09%
+3,543
114
$761K 0.09%
+4,401
115
$752K 0.09%
+450
116
$750K 0.09%
+11,903
117
$750K 0.09%
+2,493
118
$743K 0.09%
+5,540
119
$740K 0.09%
+4,563
120
$724K 0.09%
+2,567
121
$724K 0.09%
+1,468
122
$704K 0.09%
+3,437
123
$703K 0.09%
+368
124
$686K 0.08%
+876
125
$683K 0.08%
+8,072
3 4
5
6 7