LA
Legacy Advisors Portfolio holdings
AUM
$6.33M
1-Year Return
22.3%
This Quarter Return
-13.1%
1 Year Return
+22.3%
3 Year Return
+95.6%
5 Year Return
+147.33%
10 Year Return
–
AUM
$132M
AUM Growth
-$71.3M
(-35%)
Cap. Flow
-$49.4M
Cap. Flow
% of AUM
-37.5%
Top 10 Holdings %
Top 10 Hldgs %
42.92%
Holding
465
New
1
Increased
45
Reduced
31
Closed
355
Top Buys
| 1 |
Amazon
AMZN
|
$1.23M |
| 2 |
Apple
AAPL
|
$982K |
| 3 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$535K |
| 4 |
GE Aerospace
GE
|
$369K |
| 5 |
WBA
Walgreens Boots Alliance
WBA
|
$309K |
Top Sells
| 1 |
Lowe's Companies
LOW
|
$2.05M |
| 2 |
Aflac
AFL
|
$1.68M |
| 3 |
Dollar General
DG
|
$1.6M |
| 4 |
Marsh & McLennan
MMC
|
$1.58M |
| 5 |
State Street
STT
|
$1.56M |
Sector Composition
| 1 | Financials | 13.42% |
| 2 | Consumer Discretionary | 6.82% |
| 3 | Healthcare | 6.35% |
| 4 | Communication Services | 5.5% |
| 5 | Utilities | 4.87% |
