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
$134M
AUM Growth
-$1.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.36M
3
+$1.27M
4
MSFT icon
Microsoft
MSFT
+$866K
5
LBAI
Lakeland Bancorp Inc
LBAI
+$806K

Top Sells

1
+$4.98M
2
+$4.85M
3
+$2.71M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.66M
5
SPY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$30K 0.02%
288
+9
227
$29K 0.02%
800
228
$29K 0.02%
98
229
$29K 0.02%
4,920
230
$29K 0.02%
+48
231
$29K 0.02%
500
232
$28K 0.02%
302
233
$27K 0.02%
1,170
-120
234
$27K 0.02%
1,000
235
$27K 0.02%
+820
236
$26K 0.02%
420
237
$26K 0.02%
+2,047
238
$26K 0.02%
200
239
$26K 0.02%
341
240
$26K 0.02%
+1,165
241
$25K 0.02%
230
242
$24K 0.02%
1,395
243
$24K 0.02%
219
244
$24K 0.02%
108
+56
245
$24K 0.02%
500
246
$24K 0.02%
314
247
$22K 0.02%
11
248
$22K 0.02%
+418
249
$21K 0.02%
420
250
$21K 0.02%
+868
8 9
10
11 12