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
$546M
AUM Growth
+$93.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$5.9M
3
+$3.27M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.44M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.8M

Top Sells

1
+$20.6M
2
+$11.3M
3
+$1.43M
4
CTSH icon
Cognizant
CTSH
+$681K
5
MMM icon
3M
MMM
+$518K

Sector Composition

1 Industrials 28.82%
2 Technology 11.09%
3 Healthcare 10.27%
4 Financials 5.89%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$351K 0.06%
1,586
+313
177
$343K 0.06%
1,966
-118
178
$335K 0.06%
1,620
-158
179
$335K 0.06%
14,599
+4,591
180
$334K 0.06%
2,200
-1,027
181
$330K 0.06%
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182
$321K 0.06%
936
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183
$321K 0.06%
703
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184
$319K 0.06%
1,506
-1
185
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186
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2,114
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187
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5,677
188
$305K 0.06%
1,158
+192
189
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4,884
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190
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2,234
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191
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+15,808
192
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2,609
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193
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194
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+2,228
195
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7,713
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196
$278K 0.05%
2,776
-110
197
$277K 0.05%
2,040
-617
198
$268K 0.05%
+865
199
$266K 0.05%
4,314
200
$264K 0.05%
6,768
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