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
151
$103K 0.03%
+764
152
$103K 0.03%
+745
153
$102K 0.03%
+856
154
$101K 0.03%
+2,028
155
$100K 0.03%
+1,100
156
$100K 0.03%
+600
157
$99K 0.03%
+6,528
158
$98K 0.03%
+21,000
159
$96K 0.03%
+1,586
160
$95K 0.03%
+950
161
$93K 0.03%
+5,000
162
$92K 0.03%
+558
163
$92K 0.03%
+1,726
164
$90K 0.03%
+1,100
165
$88K 0.03%
+3,375
166
$85K 0.03%
+1,056
167
$83K 0.03%
+2,000
168
$83K 0.03%
+954
169
$82K 0.03%
+2,203
170
$82K 0.03%
+1,974
171
$81K 0.03%
993
-2,622
172
$80K 0.03%
+188
173
$80K 0.03%
+5,500
174
$80K 0.03%
+1,213
175
$79K 0.03%
+795
5 6
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