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
76
$82K 0.11%
+3,000
77
$82K 0.11%
+551
78
$80K 0.11%
+2,311
79
$78K 0.11%
+1,518
80
$76K 0.1%
+3,375
81
$73K 0.1%
+1,074
82
$72K 0.1%
+3,000
83
$71K 0.1%
+579
84
$71K 0.1%
+1,000
85
$71K 0.1%
+2,000
86
$70K 0.1%
+1,200
87
$69K 0.09%
+1,000
88
$64K 0.09%
+3,307
89
$63K 0.09%
+1,550
90
$62K 0.08%
+542
91
$61K 0.08%
+1,060
92
$59K 0.08%
+1,338
93
$56K 0.08%
+11,000
94
$52K 0.07%
+763
95
$51K 0.07%
+1,000
96
$50K 0.07%
+745
97
$47K 0.06%
+653
98
$46K 0.06%
+285
99
$45K 0.06%
+6,528
100
$45K 0.06%
+2,000
2 3
4
5 6