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
51
$1.44M 0.47%
16,826
+8,470
52
$1.38M 0.45%
23,520
+12,640
53
$1.37M 0.45%
7,234
+3,035
54
$1.3M 0.42%
25,994
+12,997
55
$1.25M 0.41%
15,524
+7,762
56
$1.22M 0.39%
322,604
+186,756
57
$1.21M 0.39%
24,385
+7,531
58
$1.2M 0.39%
29,668
+15,938
59
$1.19M 0.39%
20,200
+10,900
60
$1.18M 0.38%
+7,170
61
$1.17M 0.38%
+29,275
62
$1.14M 0.37%
6,022
+2,806
63
$1.09M 0.36%
13,777
+5,573
64
$1.06M 0.34%
4,084
+2,042
65
$1.04M 0.34%
8,500
+4,750
66
$1.01M 0.33%
21,122
+10,561
67
$998K 0.32%
7,188
+3,594
68
$976K 0.32%
17,006
+9,186
69
$960K 0.31%
17,812
+9,081
70
$920K 0.3%
21,652
+9,329
71
$908K 0.29%
17,718
+10,443
72
$844K 0.27%
17,866
+8,867
73
$838K 0.27%
6,765
+3,389
74
$836K 0.27%
11,830
+6,475
75
$820K 0.27%
13,868
+6,673
1 2
3
4 5