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LA

Legacy Advisors Portfolio holdings

AUM $848M
1-Year Est. Return 21.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$810M
AUM Growth
+$803M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$49.6M
3
+$37.6M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$23M
5
AAPL icon
Apple
AAPL
+$21M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.87%
2 Industrials 11.95%
3 Communication Services 7.18%
4 Financials 5.29%
5 Consumer Discretionary 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$682K 0.08%
+29,010
127
$682K 0.08%
+26,773
128
$654K 0.08%
+2,753
129
$635K 0.08%
+3,305
130
$619K 0.08%
+9,996
131
$618K 0.08%
+7,290
132
$595K 0.07%
+3,363
133
$591K 0.07%
+2,978
134
$580K 0.07%
+7,460
135
$571K 0.07%
+4,008
136
$563K 0.07%
+3,007
137
$561K 0.07%
+704
138
$557K 0.07%
+1,931
139
$556K 0.07%
+12,335
140
$556K 0.07%
+2,141
141
$554K 0.07%
+31,800
142
$547K 0.07%
+1,556
143
$545K 0.07%
+14,502
144
$544K 0.07%
+1,189
145
$526K 0.07%
+1,406
146
$516K 0.06%
+838
147
$505K 0.06%
+2,597
148
$498K 0.06%
+10,438
149
$493K 0.06%
+4,786
150
$491K 0.06%
+4,263
4 5
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