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
$674M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$7.17M
3
+$6.84M
4
AAPL icon
Apple
AAPL
+$3.86M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.42M

Top Sells

1
+$3.21M
2
+$3.19M
3
+$689K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$663K
5
COR icon
Cencora
COR
+$481K

Sector Composition

1 Industrials 29.94%
2 Technology 15.16%
3 Healthcare 9.6%
4 Financials 6.16%
5 Consumer Discretionary 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$491K 0.07%
6,749
+442
177
$488K 0.07%
8,512
+98
178
$484K 0.07%
2,521
+118
179
$479K 0.07%
2,629
+145
180
$473K 0.07%
1,288
+50
181
$464K 0.07%
1,444
+215
182
$460K 0.07%
1,868
+63
183
$458K 0.07%
9,996
184
$456K 0.07%
4,401
+119
185
$444K 0.07%
+3,214
186
$437K 0.06%
1,146
+96
187
$435K 0.06%
1,452
+52
188
$419K 0.06%
5,511
+981
189
$416K 0.06%
2,594
190
$411K 0.06%
42,500
191
$407K 0.06%
+37,197
192
$399K 0.06%
2,763
+157
193
$394K 0.06%
14,502
194
$386K 0.06%
1,711
+16
195
$382K 0.06%
8,372
-28
196
$380K 0.06%
2,600
-9
197
$380K 0.06%
5,550
+261
198
$374K 0.06%
841
+34
199
$372K 0.06%
+8,202
200
$362K 0.05%
+1,956
6 7
8
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