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
$775M
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$82M
2
+$4.63M
3
+$4.04M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$3.96M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.73M

Top Sells

1
+$2.52M
2
+$2.11M
3
+$1.93M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.88M
5
MMC icon
Marsh & McLennan
MMC
+$1.83M

Sector Composition

1 Technology 27.17%
2 Industrials 17.34%
3 Healthcare 8.23%
4 Financials 6.57%
5 Consumer Discretionary 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$632K 0.08%
12,513
-4,786
177
$627K 0.08%
1,650
+556
178
$612K 0.08%
20,753
179
$599K 0.08%
10,000
+3,000
180
$595K 0.08%
733
-33
181
$589K 0.08%
14,110
+38
182
$579K 0.07%
2,613
+9
183
$574K 0.07%
17,361
184
$567K 0.07%
46,522
+15,743
185
$550K 0.07%
2,240
+302
186
$530K 0.07%
5,837
-1
187
$524K 0.07%
2,639
-18
188
$523K 0.07%
6,134
+2,206
189
$518K 0.07%
2,505
+710
190
$515K 0.07%
2,657
191
$515K 0.07%
1,092
-4,477
192
$511K 0.07%
25,388
+11,571
193
$510K 0.07%
1,312
+12
194
$496K 0.06%
6,749
195
$488K 0.06%
2,596
+2
196
$485K 0.06%
14,502
197
$480K 0.06%
2,182
+306
198
$479K 0.06%
9,344
+1,669
199
$479K 0.06%
3,908
+141
200
$478K 0.06%
24,302
+5,477
6 7
8
9 10