LA

Legacy Advisors Portfolio holdings

AUM $931M
1-Year Est. Return 17.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$791M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.55M
3
+$1.46M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.19M
5
LLY icon
Eli Lilly
LLY
+$1.04M

Top Sells

1
+$29.2M
2
+$15.5M
3
+$1.65M
4
PFE icon
Pfizer
PFE
+$1.54M
5
GWW icon
W.W. Grainger
GWW
+$1.42M

Sector Composition

1 Technology 25.93%
2 Industrials 17.45%
3 Healthcare 7.83%
4 Financials 6.7%
5 Communication Services 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$850K 0.11%
8,454
+5,040
152
$849K 0.11%
23,496
+1,762
153
$845K 0.11%
1,349
-34
154
$843K 0.11%
11,356
-7,414
155
$835K 0.11%
1,012
+24
156
$834K 0.11%
1,459
+817
157
$829K 0.1%
3,580
+34
158
$822K 0.1%
23,889
-448
159
$814K 0.1%
4,220
-330
160
$808K 0.1%
4,394
+315
161
$799K 0.1%
11,037
+379
162
$789K 0.1%
+6,146
163
$786K 0.1%
5,152
-688
164
$782K 0.1%
13,003
-188
165
$781K 0.1%
18,614
-1,076
166
$775K 0.1%
17,884
167
$769K 0.1%
1,873
-1,430
168
$761K 0.1%
4,248
+250
169
$757K 0.1%
1,727
+77
170
$752K 0.1%
62,121
171
$743K 0.09%
3,848
-184
172
$737K 0.09%
4,355
-1,887
173
$727K 0.09%
1,741
-388
174
$726K 0.09%
3,801
-787
175
$723K 0.09%
+3,913
5 6
7
8 9