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
251
$12K 0.01%
49
252
$12K 0.01%
218
253
$12K 0.01%
862
254
$12K 0.01%
+301
255
$12K 0.01%
123
-1,028
256
$12K 0.01%
230
257
$12K 0.01%
667
258
$12K 0.01%
+329
259
$11K 0.01%
+500
260
$11K 0.01%
350
261
$11K 0.01%
147
262
$11K 0.01%
310
263
$11K 0.01%
388
264
$11K 0.01%
30
265
$11K 0.01%
55
266
$11K 0.01%
74
267
$10K 0.01%
100
268
$10K 0.01%
63
-623
269
$10K 0.01%
85
270
$10K 0.01%
47
271
$10K 0.01%
+75
272
$10K 0.01%
60
273
$10K 0.01%
100
274
$10K 0.01%
150
275
$10K 0.01%
58
9 10
11
12 13