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
$775M
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$82M
2
+$4.63M
3
+$4.04M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$3.96M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.73M

Top Sells

1
+$2.52M
2
+$2.11M
3
+$1.93M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.88M
5
MMC icon
Marsh & McLennan
MMC
+$1.83M

Sector Composition

1 Technology 27.17%
2 Industrials 17.34%
3 Healthcare 8.23%
4 Financials 6.57%
5 Consumer Discretionary 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$474K 0.06%
9,996
202
$472K 0.06%
1,667
-489
203
$470K 0.06%
1,704
+204
204
$470K 0.06%
2,179
+440
205
$451K 0.06%
111,272
206
$448K 0.06%
23,378
-2
207
$444K 0.06%
9,269
+736
208
$432K 0.06%
8,813
+346
209
$424K 0.05%
6,167
+911
210
$406K 0.05%
1,927
-71
211
$393K 0.05%
9,486
+953
212
$389K 0.05%
+3,457
213
$386K 0.05%
+4,910
214
$383K 0.05%
+7,776
215
$382K 0.05%
42,500
216
$376K 0.05%
915
-291
217
$376K 0.05%
664
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218
$374K 0.05%
28,631
-8,957
219
$371K 0.05%
3,959
-2,115
220
$368K 0.05%
2,268
-866
221
$366K 0.05%
19,489
+568
222
$366K 0.05%
5,677
223
$350K 0.05%
20,874
-7,185
224
$341K 0.04%
5,571
+305
225
$335K 0.04%
+7,951
7 8
9
10 11