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
351
$2K ﹤0.01%
+16
352
$2K ﹤0.01%
+120
353
$2K ﹤0.01%
+90
354
$2K ﹤0.01%
+89
355
$2K ﹤0.01%
66
356
$2K ﹤0.01%
+40
357
$2K ﹤0.01%
+115
358
$2K ﹤0.01%
+44
359
$2K ﹤0.01%
+33
360
$2K ﹤0.01%
36
361
$1K ﹤0.01%
7
362
$1K ﹤0.01%
50
363
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+38
364
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+14
365
$1K ﹤0.01%
16
-278
366
$1K ﹤0.01%
30
367
$1K ﹤0.01%
+78
368
$1K ﹤0.01%
48
-1,455
369
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+75
370
$1K ﹤0.01%
+27
371
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+7
372
$1K ﹤0.01%
26
373
$1K ﹤0.01%
+32
374
$1K ﹤0.01%
+33
375
$1K ﹤0.01%
+25
13 14
15
16 17