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
$791M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.59M
3
+$1.4M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.24M
5
APP icon
Applovin
APP
+$1.22M

Top Sells

1
+$34.3M
2
+$19M
3
+$1.7M
4
GWW icon
W.W. Grainger
GWW
+$1.55M
5
PFE icon
Pfizer
PFE
+$1.54M

Sector Composition

1 Technology 25.93%
2 Industrials 17.45%
3 Healthcare 7.83%
4 Financials 6.7%
5 Communication Services 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$511K 0.06%
3,950
+42
202
$510K 0.06%
9,996
203
$504K 0.06%
2,619
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204
$504K 0.06%
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+183
205
$504K 0.06%
31,977
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206
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8,633
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207
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2,299
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208
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209
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210
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211
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6,513
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212
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213
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25,283
+1,905
214
$455K 0.06%
+1,140
215
$447K 0.06%
1,426
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216
$444K 0.06%
532
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217
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785
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218
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27,463
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219
$431K 0.05%
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220
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2,061
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221
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4,135
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222
$415K 0.05%
29,446
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223
$413K 0.05%
2,087
-552
224
$409K 0.05%
1,501
-203
225
$409K 0.05%
+666
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9
10 11