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
76
$233K 0.17%
3,354
77
$232K 0.17%
6,722
+2,374
78
$212K 0.16%
9,500
+1,500
79
$198K 0.15%
7,108
-1,931
80
$193K 0.14%
2,075
81
$193K 0.14%
+1,950
82
$192K 0.14%
149
83
$174K 0.13%
17,000
+5,500
84
$173K 0.13%
+2,444
85
$173K 0.13%
963
+488
86
$170K 0.13%
1,172
+175
87
$166K 0.12%
3,490
+19
88
$164K 0.12%
6,187
-556
89
$164K 0.12%
1,575
90
$162K 0.12%
2,062
+62
91
$158K 0.12%
2,325
+100
92
$157K 0.12%
+5,500
93
$157K 0.12%
+3,825
94
$155K 0.11%
1,526
-174
95
$153K 0.11%
+1,376
96
$150K 0.11%
+6,316
97
$146K 0.11%
2,672
98
$145K 0.11%
1,042
+42
99
$144K 0.11%
+2,596
100
$143K 0.11%
4,810
+201
2 3
4
5 6