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
126
$88K 0.07%
1,718
+200
127
$85K 0.06%
381
128
$82K 0.06%
6,528
129
$82K 0.06%
758
130
$78K 0.06%
+1,087
131
$77K 0.06%
420
132
$75K 0.06%
1,275
-125
133
$74K 0.05%
1,060
134
$74K 0.05%
542
135
$73K 0.05%
+591
136
$72K 0.05%
1,186
137
$72K 0.05%
16,000
+1,000
138
$68K 0.05%
3,900
139
$68K 0.05%
882
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140
$67K 0.05%
498
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141
$67K 0.05%
+448
142
$66K 0.05%
+626
143
$65K 0.05%
285
144
$65K 0.05%
3,307
145
$64K 0.05%
745
146
$62K 0.05%
2,000
147
$62K 0.05%
1,000
148
$59K 0.04%
190
-19
149
$58K 0.04%
2,000
150
$57K 0.04%
+1,108
4 5
6
7 8