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
51
$411K 0.3%
2,400
+2,348
52
$405K 0.3%
+5,248
53
$367K 0.27%
+6,315
54
$360K 0.27%
2,226
-130
55
$349K 0.26%
7,840
+4,749
56
$348K 0.26%
6,760
+1,460
57
$347K 0.26%
12,108
+150
58
$346K 0.26%
5,417
+4,040
59
$344K 0.25%
3,357
+3,233
60
$307K 0.23%
2,156
+2,056
61
$306K 0.23%
1,100
62
$303K 0.22%
4,690
+619
63
$300K 0.22%
5,800
-60
64
$299K 0.22%
4,610
65
$298K 0.22%
5,460
+3,879
66
$296K 0.22%
1
-1
67
$283K 0.21%
+925
68
$271K 0.2%
1,813
69
$270K 0.2%
1,399
-1,123
70
$264K 0.19%
2,397
+809
71
$253K 0.19%
+46,343
72
$252K 0.19%
6,500
-2,000
73
$249K 0.18%
+4,048
74
$239K 0.18%
2,305
75
$234K 0.17%
2,000
1 2
3
4 5