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
$1.03B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$43.8M
2
+$10.7M
3
+$6.13M
4
NVDA icon
NVIDIA
NVDA
+$3.39M
5
MSFT icon
Microsoft
MSFT
+$1.9M

Top Sells

1
+$40.8M
2
+$2.34M
3
+$1.78M
4
KO icon
Coca-Cola
KO
+$1M
5
LLY icon
Eli Lilly
LLY
+$994K

Sector Composition

1 Technology 24.93%
2 Industrials 14.52%
3 Financials 7.79%
4 Healthcare 6.6%
5 Communication Services 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$901K 0.09%
12,870
177
$892K 0.09%
6,200
+686
178
$892K 0.09%
7,704
+2,049
179
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5,046
+109
180
$875K 0.08%
450
181
$875K 0.08%
36,196
182
$869K 0.08%
1,955
+143
183
$854K 0.08%
11,903
184
$848K 0.08%
6,049
-1,894
185
$842K 0.08%
17,884
186
$836K 0.08%
4,318
+1,813
187
$836K 0.08%
4,721
-189
188
$830K 0.08%
6,872
+1,348
189
$819K 0.08%
6,518
+779
190
$806K 0.08%
3,835
+222
191
$803K 0.08%
4,938
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192
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+7,969
193
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1,927
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194
$791K 0.08%
100,727
-3,543
195
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2,376
-308
196
$788K 0.08%
13,936
+2,424
197
$784K 0.08%
5,103
-278
198
$780K 0.08%
10,034
+1,315
199
$775K 0.08%
2,675
+1,161
200
$772K 0.07%
24,033
-401
6 7
8
9 10