LA

Legacy Advisors Portfolio holdings

AUM $931M
1-Year Est. Return 17.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.91%
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
+$377K
2
+$272K
3
+$224K
4
VB icon
Vanguard Small-Cap ETF
VB
+$206K
5
WFC.PRL icon
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
+$197K

Top Sells

1
+$17.2M
2
+$8.02M
3
+$7.14M
4
CUBI icon
Customers Bancorp
CUBI
+$6.91M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$6.16M

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%
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$32K 0.02%
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231
$32K 0.02%
748
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232
$32K 0.02%
200
233
$31K 0.02%
302
234
$30K 0.02%
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235
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600
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236
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237
$28K 0.02%
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238
$27K 0.02%
200
239
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240
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241
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242
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243
$26K 0.02%
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244
$24K 0.02%
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247
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248
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249
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250
$23K 0.02%
200
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10
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