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
1
$109M 13.76%
1,167,448
-203,956
2
$68.7M 8.69%
2,164,221
-1,080,650
3
$25.2M 3.19%
87,610
-87
4
$22.1M 2.79%
41,980
5
$21.9M 2.77%
127,852
-1,945
6
$21.7M 2.74%
51,516
+962
7
$19.2M 2.43%
228,489
-2,000
8
$19.2M 2.42%
36,668
-54
9
$17.9M 2.26%
162,056
+11,235
10
$15.8M 2%
32,620
+3,273
11
$11.8M 1.49%
65,540
-4,867
12
$10.6M 1.35%
51,109
+8
13
$10.1M 1.28%
194,236
+208
14
$9.92M 1.25%
65,711
-241
15
$9.86M 1.25%
128,073
-1,468
16
$9.8M 1.24%
20,393
+675
17
$9.51M 1.2%
60,097
-5,105
18
$9.5M 1.2%
17,076
-371
19
$8.54M 1.08%
34,524
-3,051
20
$7.26M 0.92%
80,390
+26,290
21
$5.98M 0.76%
12,083
-2,659
22
$5.52M 0.7%
15,930
+56
23
$5.4M 0.68%
12,833
+79
24
$5.33M 0.67%
25,877
-1,925
25
$5.31M 0.67%
11,970
+24
1
2 3 4 5