LA

Legacy Advisors Portfolio holdings

AUM $810M
1-Year Est. Return 22.88%
This Quarter Est. Return
1 Year Est. Return
+22.88%
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
326
$3K ﹤0.01%
165
327
$2K ﹤0.01%
+60
328
$2K ﹤0.01%
+57
329
$2K ﹤0.01%
+27
330
$2K ﹤0.01%
29
-1,206
331
$2K ﹤0.01%
+69
332
$2K ﹤0.01%
+30
333
$2K ﹤0.01%
+104
334
$2K ﹤0.01%
+98
335
$2K ﹤0.01%
+70
336
$2K ﹤0.01%
+14
337
$2K ﹤0.01%
+10
338
$2K ﹤0.01%
7
-502
339
$2K ﹤0.01%
+29
340
$2K ﹤0.01%
+16
341
$2K ﹤0.01%
40
-75
342
$2K ﹤0.01%
+42
343
$2K ﹤0.01%
+61
344
$2K ﹤0.01%
26
345
$2K ﹤0.01%
+25
346
$2K ﹤0.01%
+13
347
$2K ﹤0.01%
+78
348
$2K ﹤0.01%
+37
349
$2K ﹤0.01%
+24
350
$2K ﹤0.01%
+28
12 13
14
15 16