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
126
$152K 0.05%
+1,456
127
$148K 0.05%
+1,504
128
$146K 0.05%
+2,672
129
$146K 0.05%
+1,189
130
$144K 0.05%
+2,676
131
$142K 0.05%
+2,551
132
$141K 0.05%
+1,626
133
$137K 0.04%
+3,043
134
$130K 0.04%
+1,098
135
$130K 0.04%
+649
136
$129K 0.04%
+5,027
137
$128K 0.04%
+1,000
138
$125K 0.04%
+4,162
139
$122K 0.04%
+2,500
140
$121K 0.04%
+2,249
141
$118K 0.04%
+945
142
$117K 0.04%
+2,298
143
$117K 0.04%
+7,350
144
$115K 0.04%
+597
145
$114K 0.04%
+468
146
$110K 0.04%
+625
147
$110K 0.04%
+846
148
$110K 0.04%
+1,200
149
$108K 0.04%
+4,808
150
$107K 0.03%
+2,218
4 5
6
7 8