LA

Legacy Advisors Portfolio holdings

AUM $931M
1-Year Est. Return 17.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.91%
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
+$16.7M
2
+$8.02M
3
+$6.14M
4
WTRG icon
Essential Utilities
WTRG
+$5.44M
5
BAC icon
Bank of America
BAC
+$5.22M

Top Sells

1
+$701K
2
+$445K
3
+$348K
4
RTX icon
RTX Corp
RTX
+$199K
5
VTV icon
Vanguard Value ETF
VTV
+$132K

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
276
$21K 0.01%
+124
277
$21K 0.01%
+200
278
$20K 0.01%
+568
279
$20K 0.01%
+600
280
$19K 0.01%
+11
281
$19K 0.01%
+121
282
$19K 0.01%
+420
283
$19K 0.01%
+90
284
$19K 0.01%
+148
285
$19K 0.01%
+183
286
$19K 0.01%
+1,390
287
$19K 0.01%
+135
288
$18K 0.01%
+420
289
$18K 0.01%
+215
290
$18K 0.01%
114
-3,003
291
$17K 0.01%
+289
292
$17K 0.01%
+161
293
$17K 0.01%
+94
294
$16K 0.01%
+99
295
$16K 0.01%
+100
296
$16K 0.01%
+1,562
297
$16K 0.01%
+75
298
$16K 0.01%
+200
299
$16K 0.01%
+341
300
$15K ﹤0.01%
+133
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