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
$1.03B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$43.8M
2
+$10.7M
3
+$6.13M
4
NVDA icon
NVIDIA
NVDA
+$3.39M
5
MSFT icon
Microsoft
MSFT
+$1.9M

Top Sells

1
+$40.8M
2
+$2.34M
3
+$1.78M
4
KO icon
Coca-Cola
KO
+$1M
5
LLY icon
Eli Lilly
LLY
+$994K

Sector Composition

1 Technology 24.93%
2 Industrials 14.52%
3 Financials 7.79%
4 Healthcare 6.6%
5 Communication Services 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$772K 0.07%
4,168
202
$748K 0.07%
1,074
-71
203
$741K 0.07%
6,131
+509
204
$735K 0.07%
369
+5
205
$734K 0.07%
3,434
-366
206
$731K 0.07%
8,883
+766
207
$730K 0.07%
29,010
208
$725K 0.07%
27,470
+372
209
$720K 0.07%
13,513
+3,453
210
$720K 0.07%
59,273
+20,715
211
$716K 0.07%
9,668
+1,350
212
$710K 0.07%
1,633
+19
213
$707K 0.07%
5,403
-764
214
$703K 0.07%
8,806
-1,136
215
$691K 0.07%
+11,810
216
$687K 0.07%
3,013
-28
217
$683K 0.07%
23,500
218
$670K 0.07%
27,577
+8,758
219
$668K 0.06%
23,265
+367
220
$667K 0.06%
+651
221
$666K 0.06%
3,660
+350
222
$663K 0.06%
9,419
+5,456
223
$659K 0.06%
1,238
-555
224
$658K 0.06%
19,592
-2,736
225
$657K 0.06%
7,122
-1
7 8
9
10 11