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
351
$2K ﹤0.01%
+40
352
$2K ﹤0.01%
+115
353
$2K ﹤0.01%
+44
354
$2K ﹤0.01%
+33
355
$2K ﹤0.01%
36
356
$2K ﹤0.01%
+27
357
$2K ﹤0.01%
29
-1,206
358
$2K ﹤0.01%
+70
359
$2K ﹤0.01%
+14
360
$2K ﹤0.01%
+10
361
$1K ﹤0.01%
+14
362
$1K ﹤0.01%
16
-278
363
$1K ﹤0.01%
30
364
$1K ﹤0.01%
+78
365
$1K ﹤0.01%
+33
366
$1K ﹤0.01%
+25
367
$1K ﹤0.01%
+24
368
$1K ﹤0.01%
7
369
$1K ﹤0.01%
50
370
$1K ﹤0.01%
+38
371
$1K ﹤0.01%
+2
372
$1K ﹤0.01%
+45
373
$1K ﹤0.01%
+58
374
$1K ﹤0.01%
+62
375
$1K ﹤0.01%
48
-1,455
13 14
15
16 17