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
$308M
AUM Growth
+$176M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$8.34M
3
+$6.39M
4
WTRG icon
Essential Utilities
WTRG
+$5.62M
5
BAC icon
Bank of America
BAC
+$5.1M

Top Sells

1
+$701K
2
+$474K
3
+$352K
4
RTX icon
RTX Corp
RTX
+$214K
5
VTV icon
Vanguard Value ETF
VTV
+$136K

Sector Composition

1 Financials 13.48%
2 Consumer Discretionary 7.41%
3 Healthcare 7.03%
4 Communication Services 5.6%
5 Technology 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$44K 0.01%
+325
227
$44K 0.01%
+1,325
228
$43K 0.01%
+767
229
$41K 0.01%
+600
230
$40K 0.01%
+700
231
$39K 0.01%
+148
232
$39K 0.01%
+3,000
233
$38K 0.01%
+732
234
$38K 0.01%
+446
235
$37K 0.01%
+575
236
$37K 0.01%
+1,137
237
$37K 0.01%
+1,014
238
$36K 0.01%
+260
239
$36K 0.01%
+229
240
$36K 0.01%
+200
241
$34K 0.01%
+2,500
242
$34K 0.01%
+400
243
$34K 0.01%
+1,000
244
$33K 0.01%
+800
245
$33K 0.01%
+405
246
$32K 0.01%
+1,695
247
$31K 0.01%
+2,251
248
$31K 0.01%
+600
249
$30K 0.01%
+1,775
250
$30K 0.01%
+110
8 9
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