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

Top Buys

1
+$17.2M
2
+$8.34M
3
+$6.39M
4
WTRG icon
Essential Utilities
WTRG
+$5.62M
5
BAC icon
Bank of America
BAC
+$5.1M

Top Sells

1
+$701K
2
+$474K
3
+$352K
4
RTX icon
RTX Corp
RTX
+$214K
5
VTV icon
Vanguard Value ETF
VTV
+$136K

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
376
$3K ﹤0.01%
+84
377
$3K ﹤0.01%
+26
378
$3K ﹤0.01%
+63
379
$3K ﹤0.01%
+63
380
$3K ﹤0.01%
+56
381
$3K ﹤0.01%
+104
382
$2K ﹤0.01%
+66
383
$2K ﹤0.01%
+85
384
$2K ﹤0.01%
+73
385
$2K ﹤0.01%
+66
386
$2K ﹤0.01%
+101
387
$2K ﹤0.01%
+56
388
$2K ﹤0.01%
+137
389
$1K ﹤0.01%
+18
390
$1K ﹤0.01%
+61
391
$1K ﹤0.01%
+30
392
$1K ﹤0.01%
+14
393
$1K ﹤0.01%
+30
394
$1K ﹤0.01%
+17
395
$1K ﹤0.01%
+78
396
$1K ﹤0.01%
+26
397
$1K ﹤0.01%
+152
398
$1K ﹤0.01%
+8
399
$1K ﹤0.01%
+7
400
$1K ﹤0.01%
+70
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