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

Top Buys

1 +$16.7M
2 +$8.02M
3 +$6.14M
4
WTRG icon
Essential Utilities
WTRG
+$5.44M
5
BAC icon
Bank of America
BAC
+$5.22M

Top Sells

1 +$701K
2 +$445K
3 +$348K
4
RTX icon
RTX Corp
RTX
+$199K
5
VTV icon
Vanguard Value ETF
VTV
+$132K

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
401
0
402
$0 ﹤0.01%
+5
403
0
404
-14,412
405
$0 ﹤0.01%
+20
406
$0 ﹤0.01%
+1
407
$0 ﹤0.01%
+1
408
$0 ﹤0.01%
+5
409
$0 ﹤0.01%
+2,450
410
0
411
$0 ﹤0.01%
+9