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
$148M
AUM Growth
-$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$352K
2
+$271K
3
+$233K
4
CTVA icon
Corteva
CTVA
+$210K
5
VB icon
Vanguard Small-Cap ETF
VB
+$209K

Top Sells

1
+$17.5M
2
+$8.16M
3
+$7.26M
4
CUBI icon
Customers Bancorp
CUBI
+$6.91M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$6.48M

Sector Composition

1 Financials 11.99%
2 Consumer Discretionary 8.14%
3 Healthcare 6.58%
4 Communication Services 6.13%
5 Technology 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$34K 0.02%
3,000
227
$34K 0.02%
660
+600
228
$33K 0.02%
+222
229
$32K 0.02%
2,251
230
$32K 0.02%
1,250
231
$32K 0.02%
748
-1,226
232
$32K 0.02%
200
233
$31K 0.02%
302
234
$30K 0.02%
700
-100
235
$30K 0.02%
600
-162
236
$28K 0.02%
+600
237
$28K 0.02%
1,000
238
$27K 0.02%
200
239
$26K 0.02%
293
240
$26K 0.02%
+566
241
$26K 0.02%
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242
$26K 0.02%
360
243
$26K 0.02%
437
244
$24K 0.02%
219
245
$24K 0.02%
320
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246
$23K 0.02%
864
-1,713
247
$23K 0.02%
+252
248
$23K 0.02%
323
249
$23K 0.02%
113
250
$23K 0.02%
200
8 9
10
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