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LA

Legacy Advisors Portfolio holdings

AUM $848M
1-Year Est. Return 21.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$810M
AUM Growth
+$803M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$49.6M
3
+$37.6M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$23M
5
AAPL icon
Apple
AAPL
+$21M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.87%
2 Industrials 11.95%
3 Communication Services 7.18%
4 Financials 5.29%
5 Consumer Discretionary 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$396K 0.05%
+2,369
177
$395K 0.05%
+4,737
178
$385K 0.05%
+2,200
179
$384K 0.05%
+9,285
180
$370K 0.05%
+2,600
181
$364K 0.05%
+7,806
182
$357K 0.04%
+6,225
183
$350K 0.04%
+713
184
$348K 0.04%
+730
185
$348K 0.04%
+1,832
186
$347K 0.04%
+2,184
187
$346K 0.04%
+13,135
188
$345K 0.04%
+5,156
189
$343K 0.04%
+992
190
$341K 0.04%
+2,108
191
$339K 0.04%
+7,547
192
$333K 0.04%
+4,872
193
$330K 0.04%
+2,543
194
$322K 0.04%
+2,172
195
$320K 0.04%
+1,572
196
$317K 0.04%
+7,027
197
$314K 0.04%
+1,247
198
$309K 0.04%
+1,285
199
$307K 0.04%
+4,224
200
$305K 0.04%
+8,141
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