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
$775M
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$82M
2
+$4.63M
3
+$4.04M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$3.96M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.73M

Top Sells

1
+$2.52M
2
+$2.11M
3
+$1.93M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.88M
5
MMC icon
Marsh & McLennan
MMC
+$1.83M

Sector Composition

1 Technology 27.17%
2 Industrials 17.34%
3 Healthcare 8.23%
4 Financials 6.57%
5 Consumer Discretionary 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$805K 0.1%
17,884
152
$803K 0.1%
1,383
+4
153
$802K 0.1%
4,664
+221
154
$798K 0.1%
24,337
+325
155
$796K 0.1%
988
+53
156
$788K 0.1%
2,752
-435
157
$772K 0.1%
3,431
-264
158
$750K 0.1%
4,588
-622
159
$742K 0.1%
19,690
-3,177
160
$740K 0.1%
4,531
161
$739K 0.1%
1,526
-118
162
$736K 0.09%
4,550
+40
163
$736K 0.09%
50,000
164
$733K 0.09%
4,079
+17
165
$725K 0.09%
6,648
+2
166
$710K 0.09%
21,734
-3
167
$695K 0.09%
13,191
+6,726
168
$683K 0.09%
3,546
+3
169
$672K 0.09%
29,010
+10,010
170
$661K 0.09%
3,998
+128
171
$652K 0.08%
4,843
+32
172
$650K 0.08%
7,497
173
$645K 0.08%
3,266
+69
174
$637K 0.08%
4,325
+2,015
175
$636K 0.08%
6,249
+1,315
5 6
7
8 9