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
351
$2K ﹤0.01%
+90
352
$2K ﹤0.01%
+89
353
$2K ﹤0.01%
66
354
$2K ﹤0.01%
+40
355
$2K ﹤0.01%
+115
356
$2K ﹤0.01%
+44
357
$2K ﹤0.01%
+33
358
$2K ﹤0.01%
36
359
$2K ﹤0.01%
+27
360
$2K ﹤0.01%
29
-1,206
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%
48
-1,455
366
$1K ﹤0.01%
+75
367
$1K ﹤0.01%
+27
368
$1K ﹤0.01%
+7
369
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26
370
$1K ﹤0.01%
+32
371
$1K ﹤0.01%
+33
372
$1K ﹤0.01%
+25
373
$1K ﹤0.01%
+24
374
$1K ﹤0.01%
7
375
$1K ﹤0.01%
50
13 14
15
16 17