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
$775M
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$82M
2
+$4.63M
3
+$4.04M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$3.96M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.73M

Top Sells

1
+$2.52M
2
+$2.11M
3
+$1.93M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.88M
5
MMC icon
Marsh & McLennan
MMC
+$1.83M

Sector Composition

1 Technology 27.17%
2 Industrials 17.34%
3 Healthcare 8.23%
4 Financials 6.57%
5 Consumer Discretionary 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1M 0.13%
11,500
+261
127
$993K 0.13%
30,866
-18,584
128
$968K 0.12%
8,670
+3,790
129
$963K 0.12%
9,896
+171
130
$958K 0.12%
+4,490
131
$955K 0.12%
3,631
+607
132
$953K 0.12%
11,903
133
$938K 0.12%
4,054
+17
134
$929K 0.12%
8,891
+16
135
$921K 0.12%
8,735
+788
136
$919K 0.12%
62,121
137
$916K 0.12%
1,882
+387
138
$903K 0.12%
6,242
-3,771
139
$901K 0.12%
1,510
+225
140
$894K 0.12%
11,198
+1,925
141
$868K 0.11%
4,635
+93
142
$843K 0.11%
4,020
-171
143
$843K 0.11%
14,654
-939
144
$843K 0.11%
131,032
+16,832
145
$842K 0.11%
5,840
+3,605
146
$841K 0.11%
6,329
+237
147
$840K 0.11%
10,884
+1,283
148
$826K 0.11%
10,658
+145
149
$821K 0.11%
2,129
+1,083
150
$811K 0.1%
15,000
4 5
6
7 8