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
$546M
AUM Growth
+$93.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$5.9M
3
+$3.27M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.44M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.8M

Top Sells

1
+$20.6M
2
+$11.3M
3
+$1.43M
4
CTSH icon
Cognizant
CTSH
+$681K
5
MMM icon
3M
MMM
+$518K

Sector Composition

1 Industrials 28.82%
2 Technology 11.09%
3 Healthcare 10.27%
4 Financials 5.89%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$263K 0.05%
4,682
202
$260K 0.05%
11,110
203
$259K 0.05%
2,077
+25
204
$257K 0.05%
9,409
205
$251K 0.05%
1,500
+31
206
$250K 0.05%
8,216
+168
207
$248K 0.05%
658
-124
208
$245K 0.04%
+2,932
209
$244K 0.04%
943
+39
210
$242K 0.04%
4,991
+1,951
211
$242K 0.04%
1,127
-716
212
$241K 0.04%
8,193
+90
213
$241K 0.04%
13,351
214
$239K 0.04%
+3,816
215
$239K 0.04%
747
+3
216
$238K 0.04%
746
+17
217
$238K 0.04%
76,439
+63,113
218
$230K 0.04%
+2,361
219
$227K 0.04%
3,341
+172
220
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+525
221
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5,071
-902
222
$223K 0.04%
85,938
223
$221K 0.04%
+1,575
224
$219K 0.04%
+2,095
225
$218K 0.04%
34,052
-30,000
7 8
9
10 11