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
$1.03B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$43.8M
2
+$10.7M
3
+$6.13M
4
NVDA icon
NVIDIA
NVDA
+$3.39M
5
MSFT icon
Microsoft
MSFT
+$1.9M

Top Sells

1
+$40.8M
2
+$2.34M
3
+$1.78M
4
KO icon
Coca-Cola
KO
+$1M
5
LLY icon
Eli Lilly
LLY
+$994K

Sector Composition

1 Technology 24.93%
2 Industrials 14.52%
3 Financials 7.79%
4 Healthcare 6.6%
5 Communication Services 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.28M 0.12%
4,629
+42
127
$1.28M 0.12%
5,334
+1,809
128
$1.27M 0.12%
20,369
129
$1.27M 0.12%
5,399
130
$1.27M 0.12%
16,550
-1,708
131
$1.26M 0.12%
5,713
+1,691
132
$1.25M 0.12%
13,651
-7,047
133
$1.24M 0.12%
50,000
134
$1.24M 0.12%
6,482
135
$1.24M 0.12%
7,328
-790
136
$1.23M 0.12%
14,252
+5,507
137
$1.21M 0.12%
23,246
+19,193
138
$1.2M 0.12%
2,491
+49
139
$1.19M 0.12%
7,008
+588
140
$1.18M 0.11%
5,213
+245
141
$1.16M 0.11%
2,598
+1
142
$1.16M 0.11%
4,007
-984
143
$1.14M 0.11%
4,979
-7
144
$1.13M 0.11%
3,115
145
$1.12M 0.11%
15,683
+1,265
146
$1.11M 0.11%
6,640
+647
147
$1.11M 0.11%
13,854
+173
148
$1.11M 0.11%
19,292
-375
149
$1.1M 0.11%
4,983
-437
150
$1.08M 0.11%
4,740
+81
4 5
6
7 8