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
$453M
AUM Growth
-$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.78M
3
+$3.5M
4
AMZN icon
Amazon
AMZN
+$3.12M
5
COR icon
Cencora
COR
+$2.82M

Top Sells

1
+$15.9M
2
+$3.21M
3
+$2.99M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.92M
5
ADP icon
Automatic Data Processing
ADP
+$1.39M

Sector Composition

1 Industrials 29.78%
2 Technology 10.93%
3 Healthcare 9.53%
4 Consumer Discretionary 5.61%
5 Financials 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$227K 0.05%
+4,314
202
$224K 0.05%
2,594
-1
203
$224K 0.05%
+1,469
204
$223K 0.05%
2,052
205
$223K 0.05%
966
+15
206
$223K 0.05%
+729
207
$223K 0.05%
+13,351
208
$214K 0.05%
8,048
+264
209
$214K 0.05%
+3,040
210
$207K 0.05%
8,103
+65
211
$207K 0.05%
10,438
212
$206K 0.05%
+5,467
213
$203K 0.04%
+904
214
$203K 0.04%
3,107
215
$182K 0.04%
85,938
216
$169K 0.04%
10,000
217
$129K 0.03%
14,000
218
$129K 0.03%
+12,662
219
$122K 0.03%
50,000
220
$115K 0.03%
13,675
221
$91K 0.02%
104,425
+85,429
222
$54K 0.01%
13,326
+3,253
223
$41K 0.01%
2,119
224
$36K 0.01%
6,000
225
$34K 0.01%
20,258
6 7 8
9
10