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
$674M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$7.17M
3
+$6.84M
4
AAPL icon
Apple
AAPL
+$3.86M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.42M

Top Sells

1
+$3.21M
2
+$3.19M
3
+$689K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$663K
5
COR icon
Cencora
COR
+$481K

Sector Composition

1 Industrials 29.94%
2 Technology 15.16%
3 Healthcare 9.6%
4 Financials 6.16%
5 Consumer Discretionary 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$359K 0.05%
1,081
-50
202
$354K 0.05%
5,069
-638
203
$352K 0.05%
1,719
+74
204
$351K 0.05%
18,410
-135
205
$350K 0.05%
5,677
206
$349K 0.05%
3,977
+14
207
$343K 0.05%
3,950
+360
208
$342K 0.05%
9,698
+590
209
$339K 0.05%
3,508
+1,200
210
$331K 0.05%
+6,760
211
$330K 0.05%
758
212
$325K 0.05%
1,009
+41
213
$322K 0.05%
1,660
+86
214
$321K 0.05%
6,974
-204
215
$320K 0.05%
34,052
216
$313K 0.05%
4,992
+33
217
$307K 0.05%
3,988
-823
218
$307K 0.05%
+8,248
219
$302K 0.04%
13,391
-1,800
220
$298K 0.04%
+634
221
$297K 0.04%
5,650
+268
222
$296K 0.04%
+1,768
223
$295K 0.04%
6,093
-3,100
224
$294K 0.04%
6,306
+202
225
$289K 0.04%
+1,576
7 8
9
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