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
276
$21K 0.01%
+200
277
$21K 0.01%
+405
278
$20K 0.01%
+568
279
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+600
280
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+11
281
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+121
282
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+420
283
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+90
284
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285
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+183
286
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+1,390
287
$19K 0.01%
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288
$18K 0.01%
+420
289
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290
$18K 0.01%
114
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291
$17K 0.01%
+289
292
$17K 0.01%
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293
$17K 0.01%
+94
294
$16K 0.01%
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295
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296
$16K 0.01%
+1,562
297
$16K 0.01%
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298
$16K 0.01%
+200
299
$16K 0.01%
+341
300
$15K ﹤0.01%
+133