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
$453M
AUM Growth
-$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.78M
3
+$3.5M
4
AMZN icon
Amazon
AMZN
+$3.12M
5
COR icon
Cencora
COR
+$2.82M

Top Sells

1
+$15.9M
2
+$3.21M
3
+$2.99M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.92M
5
ADP icon
Automatic Data Processing
ADP
+$1.39M

Sector Composition

1 Industrials 29.78%
2 Technology 10.93%
3 Healthcare 9.53%
4 Consumer Discretionary 5.61%
5 Financials 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$375K 0.08%
5,389
+1,245
152
$372K 0.08%
1,377
-5
153
$370K 0.08%
2,015
-633
154
$369K 0.08%
9,719
-861
155
$363K 0.08%
1,197
+29
156
$362K 0.08%
+3,531
157
$357K 0.08%
64,052
+32,026
158
$349K 0.08%
+8,211
159
$346K 0.08%
1,778
+126
160
$345K 0.08%
759
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161
$344K 0.08%
+2,084
162
$336K 0.07%
8,112
+1,976
163
$328K 0.07%
+9,409
164
$327K 0.07%
1,760
+568
165
$324K 0.07%
1,507
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166
$320K 0.07%
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167
$320K 0.07%
9,996
168
$319K 0.07%
580
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169
$317K 0.07%
1,924
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170
$308K 0.07%
26,775
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171
$308K 0.07%
4,382
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172
$308K 0.07%
1,843
-68
173
$303K 0.07%
12,698
+3,052
174
$296K 0.07%
+16,479
175
$288K 0.06%
2,886
-373
5 6
7
8 9