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
$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
1
$24.6M 33.65%
+175,097
2
$5.69M 7.78%
+189,517
3
$5.32M 7.27%
+75,779
4
$4.59M 6.27%
+242,887
5
$1.85M 2.53%
+15,645
6
$1.7M 2.32%
+181,646
7
$1.66M 2.27%
+8,095
8
$1.66M 2.27%
+176,157
9
$1.65M 2.26%
+13,147
10
$1.24M 1.69%
+64,624
11
$1.12M 1.53%
+22,370
12
$900K 1.23%
+35,500
13
$896K 1.22%
+122,919
14
$885K 1.21%
+92,952
15
$875K 1.2%
+9,703
16
$807K 1.1%
+12,568
17
$759K 1.04%
+6,106
18
$734K 1%
+5,923
19
$624K 0.85%
+3,767
20
$589K 0.8%
+20,356
21
$540K 0.74%
+15,650
22
$498K 0.68%
+7,600
23
$450K 0.61%
+4,298
24
$439K 0.6%
+101,000
25
$414K 0.57%
+3,500
1
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