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
301
$6K ﹤0.01%
202
-109
302
$5K ﹤0.01%
+56
303
$5K ﹤0.01%
+200
304
$5K ﹤0.01%
+12
305
$5K ﹤0.01%
+70
306
$5K ﹤0.01%
+75
307
$5K ﹤0.01%
+100
308
$5K ﹤0.01%
100
+28
309
$5K ﹤0.01%
+332
310
$4K ﹤0.01%
+706
311
$4K ﹤0.01%
100
312
$4K ﹤0.01%
+50
313
$4K ﹤0.01%
+50
314
$4K ﹤0.01%
238
315
$4K ﹤0.01%
+251
316
$4K ﹤0.01%
+43
317
$4K ﹤0.01%
+42
318
$4K ﹤0.01%
2,450
319
$3K ﹤0.01%
41
320
$3K ﹤0.01%
+138
321
$3K ﹤0.01%
+40
322
$3K ﹤0.01%
84
323
$3K ﹤0.01%
137
324
$3K ﹤0.01%
+89
325
$3K ﹤0.01%
+146
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