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
1
$104M 13.38%
1,371,404
+28
2
$87.4M 11.26%
3,244,871
+3,044,193
3
$25M 3.22%
129,797
+11,674
4
$23M 2.96%
87,697
+15,394
5
$20.1M 2.58%
41,980
-186
6
$19M 2.45%
50,554
+5,616
7
$17.9M 2.31%
230,489
+50,958
8
$17.5M 2.25%
36,722
-2,432
9
$16.3M 2.1%
150,821
+4,845
10
$10.7M 1.38%
70,407
+8,436
11
$10.4M 1.34%
29,347
+13,090
12
$10.2M 1.32%
65,202
-7,369
13
$10.1M 1.3%
194,028
-1,218
14
$9.84M 1.27%
51,101
+10,445
15
$9.21M 1.19%
65,952
+2,820
16
$8.85M 1.14%
17,447
+517
17
$8.61M 1.11%
19,718
+1,802
18
$8.39M 1.08%
37,575
-2,375
19
$7.98M 1.03%
129,541
+2,703
20
$7.76M 1%
14,742
-925
21
$6.19M 0.8%
36,192
-496
22
$5.57M 0.72%
15,874
-1,266
23
$5.27M 0.68%
27,802
-9,681
24
$5.18M 0.67%
39,213
+3,724
25
$4.89M 0.63%
11,946
-636
1
2 3 4 5