We are live on ! Find out more
LA

Legacy Advisors Portfolio holdings

AUM $848M
1-Year Est. Return 21.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.32%
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
401
– –
-346
402
– –
-60
403
– –
-280
404
– –
-20
405
– –
-20
406
– –
-53
407
– –
-151
408
– –
-4,755
409
– –
-47
410
– –
-277
411
– –
-44
412
– –
-380
413
– –
-1,327
414
$0 ﹤0.01%
+1
415
– –
-100
416
– –
-166
417
– –
-240
418
$0 ﹤0.01%
5
419
– –
0
420
– –
-7
421
– –
-258
422
– –
-44
423
– –
-25,000
424
– –
-284
425
– –
-168
15 16
17
18 19