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
101
$141K 0.1%
1,626
+646
102
$141K 0.1%
1,098
103
$139K 0.1%
+5,000
104
$139K 0.1%
+1,625
105
$138K 0.1%
+2,157
106
$136K 0.1%
1,424
+1,099
107
$131K 0.1%
1,087
+750
108
$129K 0.1%
+2,172
109
$125K 0.09%
1,200
110
$121K 0.09%
+7,442
111
$120K 0.09%
4,645
+1,485
112
$120K 0.09%
1,100
+100
113
$115K 0.08%
2,551
114
$109K 0.08%
1,047
+47
115
$103K 0.08%
597
+437
116
$102K 0.08%
1,101
+188
117
$101K 0.07%
3,375
118
$100K 0.07%
1,400
+120
119
$94K 0.07%
+625
120
$94K 0.07%
+1,800
121
$91K 0.07%
+558
122
$90K 0.07%
2,311
-425
123
$89K 0.07%
70
124
$89K 0.07%
7,870
+5,000
125
$88K 0.07%
1,100
+100
3 4
5
6 7