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
201
$56K 0.02%
+600
202
$56K 0.02%
+338
203
$56K 0.02%
+500
204
$55K 0.02%
+229
205
$55K 0.02%
+473
206
$55K 0.02%
+760
207
$55K 0.02%
+1,676
208
$54K 0.02%
+3,750
209
$53K 0.02%
+295
210
$52K 0.02%
+173
211
$52K 0.02%
+3,086
212
$51K 0.02%
+310
213
$51K 0.02%
+1,200
214
$50K 0.02%
+211
215
$50K 0.02%
+762
216
$49K 0.02%
+716
217
$49K 0.02%
+3,260
218
$48K 0.02%
+1,000
219
$48K 0.02%
+2,515
220
$47K 0.02%
+369
221
$47K 0.02%
+345
222
$47K 0.02%
+1,921
223
$46K 0.01%
+8,118
224
$45K 0.01%
+1,000
225
$44K 0.01%
+880