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
176
$39K 0.03%
1,000
177
$38K 0.03%
+225
178
$38K 0.03%
1,218
+56
179
$37K 0.03%
211
180
$34K 0.03%
98
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181
$34K 0.03%
400
182
$33K 0.02%
148
-120
183
$33K 0.02%
500
184
$33K 0.02%
748
-7,570
185
$32K 0.02%
618
-232
186
$31K 0.02%
218
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187
$29K 0.02%
302
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188
$29K 0.02%
1,395
189
$28K 0.02%
800
190
$28K 0.02%
4,920
191
$27K 0.02%
382
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192
$27K 0.02%
229
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193
$27K 0.02%
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194
$27K 0.02%
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195
$27K 0.02%
500
196
$26K 0.02%
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197
$26K 0.02%
1,290
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198
$26K 0.02%
513
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199
$26K 0.02%
1,500
-10,500
200
$25K 0.02%
1,000
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8
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