LA
Legacy Advisors Portfolio holdings
AUM
$6.33M
This Quarter Return
-0.99%
1 Year Return
+22.3%
3 Year Return
+95.6%
5 Year Return
+147.33%
10 Year Return
–
AUM
$135M
AUM Growth
+$135M
(+32%)
Cap. Flow
+$34.8M
Cap. Flow
% of AUM
25.73%
Top 10 Holdings %
Top 10 Hldgs %
46.47%
Holding
485
New
124
Increased
82
Reduced
38
Closed
92
Top Buys
| 1 |
AXIS Capital
AXS
|
$3.46M |
| 2 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$3.11M |
| 3 |
Alibaba
BABA
|
$2.61M |
| 4 |
Meta Platforms (Facebook)
META
|
$2.04M |
| 5 |
Johnson & Johnson
JNJ
|
$1.78M |
Top Sells
| 1 |
Essential Utilities
WTRG
|
$1.46M |
| 2 |
Ollie's Bargain Outlet
OLLI
|
$1.33M |
| 3 |
Gildan
GIL
|
$520K |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
$500K |
| 5 |
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% |
