LA

Legacy Advisors Portfolio holdings

AUM $931M
1-Year Est. Return 17.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.91%
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
+$3.16M
2
+$3.16M
3
+$2.85M
4
META icon
Meta Platforms (Facebook)
META
+$2.23M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.84M

Top Sells

1
+$1.52M
2
+$1.33M
3
+$549K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$516K
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%
1,000
202
$24K 0.02%
420
203
$23K 0.02%
230
204
$23K 0.02%
200
205
$23K 0.02%
11
206
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+219
207
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500
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
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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
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219
$18K 0.01%
250
220
$17K 0.01%
430
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221
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304
222
$17K 0.01%
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223
$17K 0.01%
+445
224
$16K 0.01%
400
225
$15K 0.01%
935
7 8
9
10 11