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

Top Buys

1
+$3.46M
2
+$3.11M
3
+$2.61M
4
META icon
Meta Platforms (Facebook)
META
+$2.04M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.78M

Top Sells

1
+$1.46M
2
+$1.33M
3
+$520K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$500K
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
230
$15K 0.01%
94
231
$14K 0.01%
133
-80
232
$14K 0.01%
239
+34
233
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+560
234
$14K 0.01%
308
235
$14K 0.01%
75
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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152
240
$14K 0.01%
24,443
241
$13K 0.01%
288
-2,654
242
$13K 0.01%
250
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243
$13K 0.01%
53
244
$13K 0.01%
700
245
$13K 0.01%
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246
$13K 0.01%
52
247
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150
248
$13K 0.01%
197
249
$12K 0.01%
290
250
$12K 0.01%
158
+20
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