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
76
$814K 0.26%
27,998
+13,064
77
$812K 0.26%
10,920
+5,426
78
$796K 0.26%
24,342
+12,057
79
$776K 0.25%
2,576
+983
80
$756K 0.25%
9,420
+4,710
81
$716K 0.23%
12,040
+5,968
82
$716K 0.23%
12,890
+6,473
83
$708K 0.23%
+21,666
84
$678K 0.22%
17,890
+8,945
85
$676K 0.22%
10,120
+5,510
86
$642K 0.21%
1,850
+925
87
$638K 0.21%
11,808
+4,311
88
$624K 0.2%
7,052
+3,914
89
$620K 0.2%
6,216
+3,108
90
$618K 0.2%
11,464
+4,490
91
$612K 0.2%
30,622
+15,311
92
$584K 0.19%
24,650
-3,534
93
$572K 0.19%
5,500
+1,524
94
$570K 0.19%
+11,276
95
$570K 0.19%
9,000
+2,304
96
$562K 0.18%
5,150
+2,533
97
$550K 0.18%
9,036
+4,421
98
$550K 0.18%
2,798
+1,399
99
$534K 0.17%
8,000
+3,913
100
$524K 0.17%
59,680
+15,840
2 3
4
5 6