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
$73.2M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$5.69M
3
+$5.32M
4
FULT icon
Fulton Financial
FULT
+$4.59M
5
EFX icon
Equifax
EFX
+$1.85M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.65%
2 Utilities 8.41%
3 Industrials 4.68%
4 Consumer Discretionary 4.38%
5 Energy 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$166K 0.23%
+3,354
52
$153K 0.21%
+2,075
53
$147K 0.2%
+15,000
54
$146K 0.2%
+1,575
55
$144K 0.2%
+1,381
56
$137K 0.19%
+17,211
57
$134K 0.18%
+2,515
58
$128K 0.17%
+3,091
59
$128K 0.17%
+1,098
60
$124K 0.17%
+1,200
61
$121K 0.17%
+2,672
62
$121K 0.17%
+2,657
63
$118K 0.16%
+2,551
64
$110K 0.15%
+3,584
65
$106K 0.14%
+1,000
66
$105K 0.14%
+1,000
67
$104K 0.14%
+897
68
$100K 0.14%
+1,165
69
$98K 0.13%
+4,438
70
$97K 0.13%
+1,727
71
$93K 0.13%
+10,483
72
$88K 0.12%
+10,000
73
$86K 0.12%
+1,000
74
$86K 0.12%
+2,704
75
$85K 0.12%
+1,186
1 2
3
4 5