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LA

Legacy Advisors Portfolio holdings

AUM $848M
1-Year Est. Return 21.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$810M
AUM Growth
+$803M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$49.6M
3
+$37.6M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$23M
5
AAPL icon
Apple
AAPL
+$21M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.87%
2 Industrials 11.95%
3 Communication Services 7.18%
4 Financials 5.29%
5 Consumer Discretionary 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$300K 0.04%
+4,926
202
$297K 0.04%
+435
203
$290K 0.04%
+2,150
204
$287K 0.04%
+1,130
205
$287K 0.04%
+6,529
206
$286K 0.04%
+4,407
207
$279K 0.03%
+2,700
208
$274K 0.03%
+254
209
$274K 0.03%
+2,000
210
$273K 0.03%
+1,924
211
$272K 0.03%
+6,500
212
$267K 0.03%
+1,350
213
$266K 0.03%
+703
214
$264K 0.03%
+978
215
$263K 0.03%
+2,005
216
$261K 0.03%
+18,064
217
$258K 0.03%
+784
218
$250K 0.03%
+5,003
219
$249K 0.03%
+3,300
220
$247K 0.03%
+1,487
221
$245K 0.03%
+6,005
222
$242K 0.03%
+2,646
223
$235K 0.03%
+1,680
224
$234K 0.03%
+493
225
$233K 0.03%
+727
6 7 8
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