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
$453M
AUM Growth
-$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.78M
3
+$3.5M
4
AMZN icon
Amazon
AMZN
+$3.12M
5
COR icon
Cencora
COR
+$2.82M

Top Sells

1
+$15.9M
2
+$3.21M
3
+$2.99M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.92M
5
ADP icon
Automatic Data Processing
ADP
+$1.39M

Sector Composition

1 Industrials 29.78%
2 Technology 10.93%
3 Healthcare 9.53%
4 Consumer Discretionary 5.61%
5 Financials 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$492K 0.11%
10,000
127
$491K 0.11%
17,361
128
$491K 0.11%
3,126
+764
129
$484K 0.11%
19,000
130
$481K 0.11%
2,641
+616
131
$470K 0.1%
2,121
+510
132
$468K 0.1%
2,146
+516
133
$462K 0.1%
22,316
+1,466
134
$459K 0.1%
4,629
+215
135
$456K 0.1%
2,674
+417
136
$450K 0.1%
6,303
+1,653
137
$439K 0.1%
3,227
138
$434K 0.1%
4,973
-343
139
$432K 0.1%
2,629
-2,607
140
$425K 0.09%
14,502
141
$416K 0.09%
8,619
+2,477
142
$408K 0.09%
1,735
+385
143
$407K 0.09%
9,193
+3,193
144
$401K 0.09%
117,019
-5,800
145
$398K 0.09%
6,971
-253
146
$388K 0.09%
1,827
+447
147
$385K 0.09%
5,420
+1,340
148
$384K 0.08%
2,657
+527
149
$383K 0.08%
3,695
+110
150
$381K 0.08%
+2,649
4 5
6
7 8