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
$791M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.59M
3
+$1.4M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.24M
5
APP icon
Applovin
APP
+$1.22M

Top Sells

1
+$34.3M
2
+$19M
3
+$1.7M
4
GWW icon
W.W. Grainger
GWW
+$1.55M
5
PFE icon
Pfizer
PFE
+$1.54M

Sector Composition

1 Technology 25.93%
2 Industrials 17.45%
3 Healthcare 7.83%
4 Financials 6.7%
5 Communication Services 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$722K 0.09%
1,430
-80
177
$710K 0.09%
4,930
+87
178
$694K 0.09%
29,010
179
$692K 0.09%
111,272
180
$689K 0.09%
+9,508
181
$689K 0.09%
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182
$685K 0.09%
2,596
183
$662K 0.08%
22,336
-19,080
184
$657K 0.08%
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+473
185
$648K 0.08%
15,281
+1,171
186
$648K 0.08%
17,361
187
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16,535
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188
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11,304
+1,960
189
$604K 0.08%
12,092
-421
190
$603K 0.08%
10,000
191
$601K 0.08%
8,109
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192
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2,421
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193
$597K 0.08%
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-1,592
194
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23,469
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195
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19,908
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196
$560K 0.07%
36,196
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197
$559K 0.07%
2,811
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198
$558K 0.07%
1,076
-16
199
$550K 0.07%
9,490
+677
200
$532K 0.07%
2,875
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