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LA

Legacy Advisors Portfolio holdings

AUM $848M
1-Year Est. Return 21.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$810M
AUM Growth
+$803M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$49.6M
3
+$37.6M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$23M
5
AAPL icon
Apple
AAPL
+$21M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.87%
2 Industrials 11.95%
3 Communication Services 7.18%
4 Financials 5.29%
5 Consumer Discretionary 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$481K 0.06%
+2,500
152
$477K 0.06%
+2,200
153
$473K 0.06%
+13,140
154
$463K 0.06%
+9,275
155
$459K 0.06%
+474
156
$455K 0.06%
+953
157
$453K 0.06%
+5,677
158
$450K 0.06%
+3,111
159
$449K 0.06%
+5,360
160
$448K 0.06%
+9,174
161
$444K 0.05%
+297
162
$442K 0.05%
+2,230
163
$439K 0.05%
+9,475
164
$436K 0.05%
+50,000
165
$428K 0.05%
+3,969
166
$423K 0.05%
+2,528
167
$420K 0.05%
+3,345
168
$420K 0.05%
+1,776
169
$416K 0.05%
+3,300
170
$415K 0.05%
+6,131
171
$414K 0.05%
+4,962
172
$407K 0.05%
+1,841
173
$404K 0.05%
+4,800
174
$403K 0.05%
+862
175
$400K 0.05%
+1,466
5 6
7
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