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
1
$17.1M 12.63%
49,936
+9,095
2
$7.9M 5.83%
29,789
+5,811
3
$5.52M 4.07%
188,808
4
$5.05M 3.73%
151,073
-43,666
5
$4.98M 3.68%
63,627
+15,376
6
$4.85M 3.58%
57,410
+14,650
7
$4.51M 3.33%
78,975
+18,691
8
$4.49M 3.32%
16,821
+1,537
9
$4.28M 3.16%
17,587
10
$4.26M 3.15%
242,887
11
$3.46M 2.56%
+61,341
12
$2.71M 2%
117,077
+32,924
13
$2.66M 1.96%
30,831
+8,391
14
$2.65M 1.96%
15,414
+15,151
15
$2.1M 1.55%
12,763
+12,412
16
$2.08M 1.54%
15,925
+13,591
17
$2.01M 1.48%
14,667
-2,462
18
$1.99M 1.47%
12,315
+8,815
19
$1.77M 1.31%
12,001
+3,390
20
$1.74M 1.29%
11,512
+942
21
$1.73M 1.28%
8,767
+1,097
22
$1.56M 1.15%
12,990
+8,996
23
$1.54M 1.14%
15,332
+14,040
24
$1.54M 1.14%
54,973
25
$1.5M 1.1%
+22,556
1
2 3 4 5