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
$791M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.59M
3
+$1.4M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.24M
5
APP icon
Applovin
APP
+$1.22M

Top Sells

1
+$34.3M
2
+$19M
3
+$1.7M
4
GWW icon
W.W. Grainger
GWW
+$1.55M
5
PFE icon
Pfizer
PFE
+$1.54M

Sector Composition

1 Technology 25.93%
2 Industrials 17.45%
3 Healthcare 7.83%
4 Financials 6.7%
5 Communication Services 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.11M 0.14%
9,764
-132
127
$1.08M 0.14%
4,729
+94
128
$1.07M 0.14%
4,294
+240
129
$1.05M 0.13%
11,903
130
$1.05M 0.13%
8,885
+2,751
131
$1.03M 0.13%
15,325
+671
132
$1.03M 0.13%
4,490
133
$1.02M 0.13%
2,255
-117
134
$1.02M 0.13%
24,706
-1,020
135
$990K 0.13%
4,999
+335
136
$970K 0.12%
6,067
-262
137
$956K 0.12%
8,194
+1,546
138
$950K 0.12%
7,095
-6,253
139
$940K 0.12%
2,708
-481
140
$932K 0.12%
1,777
+251
141
$923K 0.12%
11,838
-10,424
142
$918K 0.12%
2,976
+224
143
$915K 0.12%
12,992
+2,108
144
$906K 0.11%
15,000
145
$900K 0.11%
3,430
-1
146
$888K 0.11%
4,328
+308
147
$882K 0.11%
2,244
-771
148
$856K 0.11%
2,487
+1,838
149
$854K 0.11%
8,770
+3,860
150
$851K 0.11%
4,896
+365
4 5
6
7 8