LA
Legacy Advisors Portfolio holdings
AUM
$6.33M
1-Year Return
22.3%
This Quarter Return
+2.17%
1 Year Return
+22.3%
3 Year Return
+95.6%
5 Year Return
+147.33%
10 Year Return
–
AUM
$78.4M
AUM Growth
+$4.33M
(+5.9%)
Cap. Flow
+$3.17M
Cap. Flow
% of AUM
4.04%
Top 10 Holdings %
Top 10 Hldgs %
62.7%
Holding
227
New
16
Increased
26
Reduced
10
Closed
20
Top Buys
| 1 |
Xcel Brands
XELB
|
$1.68M |
| 2 |
Ollie's Bargain Outlet
OLLI
|
$1.07M |
| 3 |
GE Aerospace
GE
|
$500K |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
$489K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$467K |
Top Sells
| 1 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$2.78M |
| 2 |
World Acceptance Corp
WRLD
|
$499K |
| 3 |
STON
StoneMor Inc.
STON
|
$97.8K |
| 4 |
Annaly Capital Management
NLY
|
$78K |
| 5 |
Reinsurance Group of America
RGA
|
$75.9K |
Sector Composition
| 1 | Financials | 19.95% |
| 2 | Utilities | 8.94% |
| 3 | Consumer Discretionary | 6.38% |
| 4 | Industrials | 3.79% |
| 5 | Energy | 2.89% |
