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
$135M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$3.16M
3
+$2.85M
4
META icon
Meta Platforms (Facebook)
META
+$2.23M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.84M

Top Sells

1
+$1.52M
2
+$1.33M
3
+$549K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$516K
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%
+70
328
$2K ﹤0.01%
+14
329
$2K ﹤0.01%
+10
330
$2K ﹤0.01%
7
-502
331
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+29
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+16
333
$2K ﹤0.01%
40
-75
334
$2K ﹤0.01%
+42
335
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+61
336
$2K ﹤0.01%
26
337
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+25
338
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+13
339
$2K ﹤0.01%
+78
340
$2K ﹤0.01%
+37
341
$2K ﹤0.01%
+69
342
$2K ﹤0.01%
+30
343
$2K ﹤0.01%
+104
344
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+98
345
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+24
346
$2K ﹤0.01%
+28
347
$2K ﹤0.01%
+16
348
$2K ﹤0.01%
+120
349
$2K ﹤0.01%
+60
350
$2K ﹤0.01%
+57
12 13
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