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
376
$1K ﹤0.01%
+24
377
$1K ﹤0.01%
+2
378
$1K ﹤0.01%
+45
379
$1K ﹤0.01%
+58
380
$1K ﹤0.01%
+62
381
– –
-175
382
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-332
383
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-120
384
$0 ﹤0.01%
20
385
$0 ﹤0.01%
5
386
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387
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388
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389
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-8,000
390
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391
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0
392
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393
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394
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-4,755
395
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396
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397
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398
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-85
399
$0 ﹤0.01%
5
400
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14 15
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17 18