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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
1
$114M 14.09%
3,145,815
+3,056,632
2
$81M 10.01%
380,708
+271,013
3
$33.3M 4.11%
1,343,779
+1,296,297
4
$32.7M 4.04%
89,578
+59,111
5
$29.9M 3.69%
117,259
+92,947
6
$26.7M 3.3%
224,564
+200,260
7
$26.4M 3.26%
39,675
+15,158
8
$25.7M 3.18%
38,412
+14,382
9
$20.9M 2.59%
216,908
+196,315
10
$20.4M 2.52%
27,831
+7,138
11
$14.5M 1.79%
27,962
+15,652
12
$14.5M 1.79%
102,650
+76,660
13
$13.5M 1.67%
+55,470
14
$12.4M 1.54%
56,658
+44,147
15
$11.9M 1.48%
+86,239
16
$11.2M 1.38%
+22,228
17
$10.7M 1.32%
17,385
+4,489
18
$10.2M 1.26%
+17,097
19
$9.99M 1.23%
193,998
+183,540
20
$9.76M 1.2%
99,573
+89,385
21
$9.66M 1.19%
+16,089
22
$9.22M 1.14%
+27,708
23
$9.19M 1.14%
238,363
+229,820
24
$8.28M 1.02%
+44,383
25
$8.21M 1.01%
+70,152
1
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