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
301
$15K ﹤0.01%
+130
302
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+49
303
$15K ﹤0.01%
+308
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+150
305
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+95
306
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+55
307
$14K ﹤0.01%
+152
308
$13K ﹤0.01%
+154
309
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+250
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+73
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$13K ﹤0.01%
+700
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+47
315
$12K ﹤0.01%
+300
316
$12K ﹤0.01%
+138
317
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$12K ﹤0.01%
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$11K ﹤0.01%
+150
321
$11K ﹤0.01%
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322
$11K ﹤0.01%
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323
$11K ﹤0.01%
+1,000
324
$11K ﹤0.01%
+99
325
$11K ﹤0.01%
+100