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
$674M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$7.17M
3
+$6.84M
4
AAPL icon
Apple
AAPL
+$3.86M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.42M

Top Sells

1
+$3.21M
2
+$3.19M
3
+$689K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$663K
5
COR icon
Cencora
COR
+$481K

Sector Composition

1 Industrials 29.94%
2 Technology 15.16%
3 Healthcare 9.6%
4 Financials 6.16%
5 Consumer Discretionary 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$652K 0.1%
22,202
+1,101
152
$628K 0.09%
103,162
+20,384
153
$623K 0.09%
4,491
-46
154
$610K 0.09%
2,440
-190
155
$606K 0.09%
2,870
+273
156
$604K 0.09%
20,650
+948
157
$600K 0.09%
1,228
+566
158
$594K 0.09%
3,029
+142
159
$589K 0.09%
19,000
160
$587K 0.09%
+4,167
161
$570K 0.08%
11,016
-4,420
162
$561K 0.08%
1,268
+520
163
$560K 0.08%
17,361
164
$556K 0.08%
14,963
+247
165
$553K 0.08%
20,753
166
$546K 0.08%
3,861
+570
167
$537K 0.08%
+3,116
168
$534K 0.08%
7,351
+347
169
$523K 0.08%
17,888
+847
170
$521K 0.08%
4,576
-72
171
$514K 0.08%
744
-2
172
$507K 0.08%
7,120
+245
173
$506K 0.08%
2,598
-132
174
$501K 0.07%
8,727
+411
175
$492K 0.07%
7,701
+152
5 6
7
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