LA
Legacy Advisors Portfolio holdings
AUM
$6.33M
1-Year Return
22.3%
This Quarter Return
+1.45%
1 Year Return
+22.3%
3 Year Return
+95.6%
5 Year Return
+147.33%
10 Year Return
–
AUM
$134M
AUM Growth
-$1.56M
(-1.2%)
Cap. Flow
-$2.73M
Cap. Flow
% of AUM
-2.04%
Top 10 Holdings %
Top 10 Hldgs %
44.29%
Holding
478
New
88
Increased
106
Reduced
23
Closed
63
Top Buys
| 1 |
Bank of America
BAC
|
+$1.7M |
| 2 |
DuPont de Nemours
DD
|
+$1.36M |
| 3 |
Fulton Financial
FULT
|
+$1.27M |
| 4 |
Microsoft
MSFT
|
+$866K |
| 5 |
LBAI
Lakeland Bancorp Inc
LBAI
|
+$806K |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$4.98M |
| 2 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$4.85M |
| 3 |
Invesco Senior Loan ETF
BKLN
|
+$2.71M |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$2.66M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$829K |
Sector Composition
| 1 | Financials | 18.42% |
| 2 | Consumer Discretionary | 7.71% |
| 3 | Communication Services | 6.13% |
| 4 | Utilities | 5.06% |
| 5 | Energy | 4.01% |
