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
$1.03B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$43.8M
2
+$10.7M
3
+$6.13M
4
NVDA icon
NVIDIA
NVDA
+$3.39M
5
MSFT icon
Microsoft
MSFT
+$1.9M

Top Sells

1
+$40.8M
2
+$2.34M
3
+$1.78M
4
KO icon
Coca-Cola
KO
+$1M
5
LLY icon
Eli Lilly
LLY
+$994K

Sector Composition

1 Technology 24.93%
2 Industrials 14.52%
3 Financials 7.79%
4 Healthcare 6.6%
5 Communication Services 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.08M 0.1%
28,982
-3,300
152
$1.03M 0.1%
1,095
+27
153
$1.03M 0.1%
14,279
+1,498
154
$1.03M 0.1%
+11,241
155
$1.02M 0.1%
2,487
156
$1.02M 0.1%
14,234
+1,600
157
$1.01M 0.1%
2,383
+369
158
$1.01M 0.1%
15,000
159
$997K 0.1%
16,554
-4,152
160
$992K 0.1%
2,947
+37
161
$978K 0.09%
13,603
-1,549
162
$976K 0.09%
13,889
-98
163
$975K 0.09%
51,668
164
$967K 0.09%
1,689
-143
165
$959K 0.09%
10,381
-22
166
$955K 0.09%
1,968
+121
167
$951K 0.09%
1,530
+2
168
$945K 0.09%
5,292
+108
169
$944K 0.09%
15,949
+3,059
170
$943K 0.09%
25,880
-660
171
$931K 0.09%
10,983
-54
172
$915K 0.09%
5,220
+4,172
173
$910K 0.09%
6,153
+2,202
174
$905K 0.09%
22,331
-88
175
$903K 0.09%
+282
5 6
7
8 9