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
251
$29K 0.01%
+302
252
$29K 0.01%
+1,250
253
$29K 0.01%
+1,000
254
$28K 0.01%
+437
255
$28K 0.01%
+1,230
256
$27K 0.01%
+360
257
$26K 0.01%
+149
258
$25K 0.01%
+2,048
259
$25K 0.01%
+246
260
$25K 0.01%
+293
261
$24K 0.01%
+225
262
$24K 0.01%
382
-5,604
263
$24K 0.01%
+141
264
$24K 0.01%
+230
265
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266
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267
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+323
268
$23K 0.01%
+300
269
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270
$22K 0.01%
+4,920
271
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272
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+500
273
$21K 0.01%
+1,187
274
$21K 0.01%
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275
$21K 0.01%
+124