LA

Legacy Advisors Portfolio holdings

AUM $810M
1-Year Est. Return 22.88%
This Quarter Est. Return
1 Year Est. Return
+22.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$73.2M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1 +$24.6M
2 +$5.69M
3 +$5.32M
4
FULT icon
Fulton Financial
FULT
+$4.59M
5
EFX icon
Equifax
EFX
+$1.85M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.65%
2 Utilities 8.41%
3 Industrials 4.68%
4 Consumer Discretionary 4.38%
5 Energy 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$1K ﹤0.01%
+26
202
$0 ﹤0.01%
+20
203
$0 ﹤0.01%
+5
204
$0 ﹤0.01%
+5
205
$0 ﹤0.01%
+50
206
$0 ﹤0.01%
+16
207
$0 ﹤0.01%
+4
208
$0 ﹤0.01%
+40
209
$0 ﹤0.01%
+7
210
$0 ﹤0.01%
+2