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
$674M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$7.17M
3
+$6.84M
4
AAPL icon
Apple
AAPL
+$3.86M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.42M

Top Sells

1
+$3.21M
2
+$3.19M
3
+$689K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$663K
5
COR icon
Cencora
COR
+$481K

Sector Composition

1 Industrials 29.94%
2 Technology 15.16%
3 Healthcare 9.6%
4 Financials 6.16%
5 Consumer Discretionary 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$898K 0.13%
2,242
+104
127
$894K 0.13%
+4,313
128
$876K 0.13%
10,513
129
$861K 0.13%
+6,826
130
$856K 0.13%
+9,471
131
$854K 0.13%
3,927
+185
132
$851K 0.13%
17,884
-1,415
133
$836K 0.12%
1,783
+125
134
$832K 0.12%
62,121
135
$815K 0.12%
+3,832
136
$789K 0.12%
13,559
+93
137
$779K 0.12%
4,471
+24
138
$778K 0.12%
3,562
+171
139
$757K 0.11%
15,000
140
$749K 0.11%
13,371
+631
141
$737K 0.11%
5,732
+332
142
$734K 0.11%
1,379
143
$733K 0.11%
8,976
+456
144
$724K 0.11%
3,287
-223
145
$721K 0.11%
920
+17
146
$721K 0.11%
4,310
+196
147
$667K 0.1%
3,373
+218
148
$664K 0.1%
+14,140
149
$657K 0.1%
1,491
-66
150
$653K 0.1%
20,827
-386
4 5
6
7 8