LA

Legacy Advisors Portfolio holdings

AUM $6.33M
1-Year Est. Return 22.3%
This Quarter Est. Return
1 Year Est. Return
+22.3%
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
26
$1.49M 1.1%
+28,364
27
$1.47M 1.09%
20,246
-2,124
28
$1.44M 1.06%
64,624
29
$1.36M 1%
17,481
+6,519
30
$1.3M 0.96%
10,753
-4,139
31
$1.22M 0.9%
27,968
+1,436
32
$1.12M 0.82%
7,252
+661
33
$954K 0.7%
+54,660
34
$907K 0.67%
7,823
35
$837K 0.62%
135,848
+129,848
36
$833K 0.62%
+13,983
37
$827K 0.61%
2,511
38
$750K 0.55%
+7,755
39
$701K 0.52%
6,533
+3,053
40
$680K 0.5%
8,171
+7,401
41
$657K 0.49%
10,624
+964
42
$644K 0.48%
+40,000
43
$641K 0.47%
+7,825
44
$590K 0.44%
17,873
+1,855
45
$520K 0.38%
17,750
-17,750
46
$504K 0.37%
10,835
+10,633
47
$497K 0.37%
2,042
48
$486K 0.36%
+2,914
49
$478K 0.35%
3,750
50
$474K 0.35%
+9,142
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