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
$308M
AUM Growth
+$176M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$8.02M
3
+$6.14M
4
WTRG icon
Essential Utilities
WTRG
+$5.44M
5
BAC icon
Bank of America
BAC
+$5.22M

Top Sells

1
+$701K
2
+$445K
3
+$348K
4
RTX icon
RTX Corp
RTX
+$199K
5
VTV icon
Vanguard Value ETF
VTV
+$132K

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
326
$11K ﹤0.01%
+388
327
$11K ﹤0.01%
+64
328
$11K ﹤0.01%
+150
329
$10K ﹤0.01%
+352
330
$10K ﹤0.01%
+95
331
$10K ﹤0.01%
+400
332
$10K ﹤0.01%
+52
333
$10K ﹤0.01%
+75
334
$9K ﹤0.01%
+110
335
$9K ﹤0.01%
+125
336
$9K ﹤0.01%
+290
337
$9K ﹤0.01%
+218
338
$9K ﹤0.01%
+183
339
$9K ﹤0.01%
+277
340
$8K ﹤0.01%
+99
341
$8K ﹤0.01%
+58
342
$8K ﹤0.01%
+100
343
$8K ﹤0.01%
+27
344
$8K ﹤0.01%
+131
345
$8K ﹤0.01%
+48
346
$8K ﹤0.01%
+500
347
$7K ﹤0.01%
+250
348
$7K ﹤0.01%
+62
349
$7K ﹤0.01%
+60
350
$7K ﹤0.01%
+200
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