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
$453M
AUM Growth
-$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.78M
3
+$3.5M
4
AMZN icon
Amazon
AMZN
+$3.12M
5
COR icon
Cencora
COR
+$2.82M

Top Sells

1
+$15.9M
2
+$3.21M
3
+$2.99M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.92M
5
ADP icon
Automatic Data Processing
ADP
+$1.39M

Sector Composition

1 Industrials 29.78%
2 Technology 10.93%
3 Healthcare 9.53%
4 Consumer Discretionary 5.61%
5 Financials 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$276K 0.06%
1,184
+177
177
$274K 0.06%
4,872
-13
178
$273K 0.06%
930
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179
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22,290
+7,760
180
$267K 0.06%
6,923
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181
$266K 0.06%
10,008
+2,443
182
$262K 0.06%
5,677
183
$259K 0.06%
548
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184
$258K 0.06%
1,851
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185
$258K 0.06%
5,973
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186
$258K 0.06%
1,049
+235
187
$250K 0.06%
+3,103
188
$250K 0.06%
+1,337
189
$248K 0.05%
11,110
190
$246K 0.05%
6,749
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191
$245K 0.05%
7,282
+1,775
192
$242K 0.05%
5,642
193
$239K 0.05%
3,169
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194
$238K 0.05%
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195
$238K 0.05%
+1,605
196
$237K 0.05%
+782
197
$236K 0.05%
4,682
198
$233K 0.05%
1,273
+1
199
$231K 0.05%
2,602
200
$229K 0.05%
744
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