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
276
$15K 0.01%
75
277
$14K 0.01%
133
278
$14K 0.01%
430
+80
279
$14K 0.01%
100
280
$14K 0.01%
308
281
$14K 0.01%
64
282
$14K 0.01%
161
283
$14K 0.01%
230
284
$13K 0.01%
250
285
$13K 0.01%
700
286
$13K 0.01%
1,000
287
$13K 0.01%
49
288
$13K 0.01%
666
-1
289
$13K 0.01%
197
290
$13K 0.01%
94
291
$12K 0.01%
288
292
$12K 0.01%
53
293
$12K 0.01%
862
294
$12K 0.01%
500
-9,000
295
$12K 0.01%
55
296
$12K 0.01%
329
297
$12K 0.01%
152
298
$12K 0.01%
74
299
$11K 0.01%
290
300
$11K 0.01%
138
-20
10 11
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