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
$546M
AUM Growth
+$93.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$5.9M
3
+$3.27M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.44M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.8M

Top Sells

1
+$20.6M
2
+$11.3M
3
+$1.43M
4
CTSH icon
Cognizant
CTSH
+$681K
5
MMM icon
3M
MMM
+$518K

Sector Composition

1 Industrials 28.82%
2 Technology 11.09%
3 Healthcare 10.27%
4 Financials 5.89%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$632K 0.12%
4,447
+253
127
$629K 0.12%
21,739
-194
128
$618K 0.11%
5,599
+626
129
$615K 0.11%
19,000
130
$605K 0.11%
2,910
-1,796
131
$597K 0.11%
8,850
-205
132
$594K 0.11%
11,612
+2,993
133
$594K 0.11%
2,457
+336
134
$590K 0.11%
1,614
+86
135
$587K 0.11%
896
+9
136
$581K 0.11%
+12,772
137
$576K 0.11%
2,661
+834
138
$565K 0.1%
2,908
+893
139
$565K 0.1%
7,846
+275
140
$557K 0.1%
11,829
+3,717
141
$546K 0.1%
10,000
142
$514K 0.09%
18,611
+437
143
$512K 0.09%
4,521
+1,418
144
$498K 0.09%
18,280
+5,582
145
$496K 0.09%
14,502
146
$494K 0.09%
4,159
+464
147
$492K 0.09%
694
+114
148
$479K 0.09%
9,193
149
$476K 0.09%
17,361
150
$470K 0.09%
4,633
+4
4 5
6
7 8