LA

Legacy Advisors Portfolio holdings

AUM $931M
1-Year Est. Return 17.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$78.4M
AUM Growth
+$4.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Sells

1 +$2.75M
2 +$456K
3 +$93.3K
4
NLY icon
Annaly Capital Management
NLY
+$78K
5
RGA icon
Reinsurance Group of America
RGA
+$74.6K

Sector Composition

1 Financials 19.95%
2 Utilities 8.94%
3 Consumer Discretionary 6.38%
4 Industrials 3.79%
5 Energy 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$0 ﹤0.01%
2
227
-169