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
1
$111M 10.81%
818,646
+78,777
2
$74.6M 7.24%
1,397,779
-765,279
3
$44.6M 4.33%
1,721,881
+1,690,394
4
$43.2M 4.19%
172,411
+24,470
5
$29.3M 2.84%
90,961
+2,940
6
$26M 2.53%
61,773
+4,507
7
$23.6M 2.29%
204,659
+11,795
8
$22.8M 2.21%
38,932
+1,464
9
$22.7M 2.2%
38,497
-3,967
10
$21.6M 2.1%
36,914
+1,258
11
$20.2M 1.96%
228,528
-2,389
12
$19.1M 1.86%
87,259
+7,300
13
$16M 1.55%
119,002
+25,254
14
$15.1M 1.46%
79,597
+2,195
15
$12.2M 1.18%
52,285
+13
16
$11.8M 1.14%
25,952
+1,604
17
$11.7M 1.13%
21,681
+1,470
18
$9.94M 0.96%
34,404
+4
19
$9.72M 0.94%
17,072
+7
20
$9.65M 0.94%
18,883
+2,102
21
$9.02M 0.88%
193,182
+231
22
$8.29M 0.8%
46,012
+6,477
23
$8.24M 0.8%
238,363
24
$8.05M 0.78%
19,934
+1,442
25
$7.98M 0.77%
55,189
-6,116
1
2 3 4 5