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
1
$172M 25.51%
1,456,846
-1,319
2
$21.2M 3.15%
109,411
+19,909
3
$18.8M 2.79%
42,207
+3,220
4
$17.4M 2.59%
39,302
+16,169
5
$14.5M 2.15%
42,568
+5,681
6
$13.9M 2.06%
139,036
+34,364
7
$11.3M 1.68%
68,292
+12,381
8
$10.6M 1.57%
195,043
-371
9
$9.41M 1.4%
38,624
+33,623
10
$8.31M 1.23%
40,141
-15,399
11
$7.98M 1.19%
61,253
+6,458
12
$7.95M 1.18%
16,594
+7
13
$7.47M 1.11%
102,337
+93,667
14
$7.21M 1.07%
17,708
-1,628
15
$7.02M 1.04%
14,605
-169
16
$7.01M 1.04%
58,545
+604
17
$6.88M 1.02%
36,569
+3,371
18
$6.18M 0.92%
33,339
+9,189
19
$5.74M 0.85%
20,846
+10,162
20
$5.49M 0.81%
30,609
-1,206
21
$5.47M 0.81%
126,778
+185
22
$5.26M 0.78%
30,262
+11,610
23
$5.04M 0.75%
6,392
-179
24
$4.89M 0.73%
21,669
-601
25
$4.75M 0.71%
30,207
+6,799
1
2 3 4 5