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
176
$78K 0.03%
+541
177
$78K 0.03%
+5,151
178
$78K 0.03%
+542
179
$77K 0.03%
+702
180
$76K 0.02%
+758
181
$76K 0.02%
+419
182
$76K 0.02%
+1,518
183
$75K 0.02%
+1,087
184
$75K 0.02%
+796
185
$74K 0.02%
+1,032
186
$74K 0.02%
+1,250
187
$71K 0.02%
+2,577
188
$70K 0.02%
+665
189
$68K 0.02%
+190
190
$68K 0.02%
+581
191
$67K 0.02%
+718
192
$67K 0.02%
+2,000
193
$66K 0.02%
+420
194
$65K 0.02%
+3,900
195
$64K 0.02%
+403
196
$61K 0.02%
+1,500
197
$59K 0.02%
+748
198
$58K 0.02%
+770
199
$57K 0.02%
+1,186
200
$57K 0.02%
+1,170
6 7
8
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