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
1
$34.8M 11.31%
100,848
+49,761
2
$16.5M 5.36%
58,490
+29,522
3
$11.2M 3.65%
308,430
+154,215
4
$11.2M 3.63%
39,292
+22,471
5
$9.89M 3.21%
638,644
+319,322
6
$9.16M 2.97%
35,304
+17,652
7
$8.65M 2.81%
166,578
+86,470
8
$6.91M 2.24%
377,616
+188,808
9
$6.67M 2.16%
241,670
+184,728
10
$6.58M 2.13%
47,040
+23,384
11
$6.52M 2.12%
137,256
+71,208
12
$6.16M 2%
77,360
+24,383
13
$5.93M 1.93%
68,318
+20,272
14
$5.65M 1.83%
30,978
+15,589
15
$5.52M 1.79%
100,682
+50,341
16
$4.99M 1.62%
29,960
+14,438
17
$4.67M 1.52%
29,706
+14,848
18
$4.45M 1.45%
24,780
+12,414
19
$4.44M 1.44%
29,334
+14,667
20
$3.62M 1.18%
29,402
+15,257
21
$3.6M 1.17%
40,400
+18,000
22
$3.46M 1.12%
31,152
+15,088
23
$3.39M 1.1%
45,764
+22,354
24
$3.34M 1.08%
28,306
+15,913
25
$3.31M 1.08%
40,492
+20,246
1
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