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
201
$25K 0.02%
+1,191
202
$24K 0.02%
420
203
$23K 0.02%
11
204
$23K 0.02%
+219
205
$23K 0.02%
500
206
$23K 0.02%
230
207
$23K 0.02%
200
208
$22K 0.02%
+314
209
$22K 0.02%
341
210
$21K 0.02%
227
211
$21K 0.02%
364
-781
212
$21K 0.02%
492
+322
213
$21K 0.02%
124
214
$21K 0.02%
576
215
$20K 0.01%
293
216
$20K 0.01%
420
217
$19K 0.01%
148
218
$18K 0.01%
400
+200
219
$18K 0.01%
250
220
$17K 0.01%
430
-7
221
$17K 0.01%
+445
222
$17K 0.01%
304
223
$17K 0.01%
+200
224
$16K 0.01%
400
225
$15K 0.01%
935
7 8
9
10 11