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
$546M
AUM Growth
+$93.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$5.9M
3
+$3.27M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.44M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.8M

Top Sells

1
+$20.6M
2
+$11.3M
3
+$1.43M
4
CTSH icon
Cognizant
CTSH
+$681K
5
MMM icon
3M
MMM
+$518K

Sector Composition

1 Industrials 28.82%
2 Technology 11.09%
3 Healthcare 10.27%
4 Financials 5.89%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$468K 0.09%
7,959
+988
152
$467K 0.09%
20,850
-1,466
153
$465K 0.09%
2,879
+955
154
$460K 0.08%
1,559
-176
155
$458K 0.08%
2,326
+566
156
$432K 0.08%
1,400
+216
157
$416K 0.08%
1,736
+287
158
$414K 0.08%
+5,749
159
$413K 0.08%
1,219
+22
160
$412K 0.08%
2,434
+1,097
161
$411K 0.08%
801
+42
162
$408K 0.07%
+6,491
163
$405K 0.07%
10,291
+572
164
$400K 0.07%
2,440
+589
165
$399K 0.07%
1,379
+2
166
$395K 0.07%
9,996
167
$390K 0.07%
8,211
168
$383K 0.07%
26,180
+3,890
169
$377K 0.07%
16,479
170
$374K 0.07%
+6,360
171
$373K 0.07%
7,135
+212
172
$371K 0.07%
+1,136
173
$368K 0.07%
3,531
174
$367K 0.07%
4,657
+275
175
$362K 0.07%
27,461
+686
5 6
7
8 9