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
151
$57K 0.04%
3,086
+1,875
152
$57K 0.04%
253
-548
153
$56K 0.04%
1,338
154
$55K 0.04%
+105
155
$55K 0.04%
+770
156
$55K 0.04%
3,000
157
$54K 0.04%
2,515
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158
$53K 0.04%
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159
$52K 0.04%
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160
$52K 0.04%
345
161
$52K 0.04%
334
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162
$51K 0.04%
+826
163
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621
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164
$49K 0.04%
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165
$46K 0.03%
+1,126
166
$45K 0.03%
8,118
-2,162
167
$44K 0.03%
3,000
168
$44K 0.03%
3,260
+2,329
169
$43K 0.03%
708
170
$43K 0.03%
500
171
$42K 0.03%
517
172
$41K 0.03%
600
173
$41K 0.03%
1,585
174
$40K 0.03%
+1,000
175
$40K 0.03%
722
+22
5 6
7
8 9