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
$135M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$3.16M
3
+$2.85M
4
META icon
Meta Platforms (Facebook)
META
+$2.23M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.84M

Top Sells

1
+$1.52M
2
+$1.33M
3
+$549K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$516K
5
WRLD icon
World Acceptance Corp
WRLD
+$476K

Sector Composition

1 Financials 16.25%
2 Consumer Discretionary 6.03%
3 Communication Services 4.81%
4 Utilities 4.21%
5 Energy 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$15K 0.01%
79
+25
227
$15K 0.01%
100
228
$15K 0.01%
146
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229
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+326
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$15K 0.01%
94
231
$14K 0.01%
308
232
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75
233
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133
-80
234
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239
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236
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64
237
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161
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238
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113
239
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240
$14K 0.01%
24,443
241
$13K 0.01%
250
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242
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53
243
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288
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244
$13K 0.01%
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245
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246
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247
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150
248
$13K 0.01%
197
249
$12K 0.01%
158
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250
$12K 0.01%
49
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