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
$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
26
$3.28M 1.06%
58,416
+29,366
27
$3.22M 1.05%
22,682
+11,341
28
$3.11M 1.01%
+401,000
29
$3.05M 0.99%
35,262
+16,619
30
$3.03M 0.98%
7,934
+2,967
31
$2.99M 0.97%
132,054
+62,156
32
$2.8M 0.91%
18,310
+8,852
33
$2.66M 0.86%
21,506
+10,753
34
$2.34M 0.76%
21,782
+10,793
35
$2.33M 0.76%
37,856
+20,846
36
$2.13M 0.69%
26,392
+8,183
37
$2.03M 0.66%
4,000
+2,000
38
$1.9M 0.62%
111,545
+55,772
39
$1.85M 0.6%
15,646
+7,823
40
$1.8M 0.58%
49,856
+14,306
41
$1.72M 0.56%
115,480
+57,740
42
$1.7M 0.55%
104,988
+44,480
43
$1.66M 0.54%
41,462
+20,463
44
$1.62M 0.53%
16,014
+7,865
45
$1.52M 0.49%
6,156
+3,238
46
$1.49M 0.48%
16,188
+8,124
47
$1.48M 0.48%
13,262
+6,358
48
$1.48M 0.48%
18,586
+9,408
49
$1.47M 0.48%
+8,000
50
$1.46M 0.47%
11,900
+6,523
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