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
101
$514K 0.17%
16,000
+8,000
102
$510K 0.17%
8,000
+4,000
103
$506K 0.16%
3,150
+1,467
104
$502K 0.16%
92,686
+46,343
105
$500K 0.16%
2,026
+600
106
$498K 0.16%
7,540
+3,776
107
$494K 0.16%
4,152
+2,029
108
$472K 0.15%
5,912
+680
109
$470K 0.15%
2,703
+1,197
110
$458K 0.15%
+2,752
111
$452K 0.15%
29,386
+8,913
112
$446K 0.14%
+3,625
113
$438K 0.14%
+4,610
114
$410K 0.13%
+3,618
115
$197K 0.06%
+1,000
116
$189K 0.06%
+4,450
117
$185K 0.06%
+4,300
118
$181K 0.06%
+1,982
119
$175K 0.06%
+3,354
120
$173K 0.06%
1,597
-1,251
121
$171K 0.06%
+1,618
122
$170K 0.06%
+1,087
123
$167K 0.05%
+1,394
124
$163K 0.05%
+2,514
125
$155K 0.05%
+9,060
3 4
5
6 7