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
276
$16K 0.01%
100
-14
277
$15K 0.01%
133
278
$15K 0.01%
147
279
$15K 0.01%
130
280
$15K 0.01%
308
281
$15K 0.01%
+166
282
$15K 0.01%
55
283
$14K 0.01%
700
284
$14K 0.01%
126
-57
285
$14K 0.01%
+150
286
$14K 0.01%
862
287
$14K 0.01%
95
288
$13K 0.01%
154
289
$13K 0.01%
100
290
$13K 0.01%
100
291
$12K 0.01%
208
292
$12K 0.01%
1,000
293
$12K 0.01%
+600
294
$12K 0.01%
143
-77,217
295
$12K 0.01%
138
296
$11K 0.01%
95
297
$11K 0.01%
420
298
$11K 0.01%
75
299
$10K 0.01%
352
300
$10K 0.01%
60
-39
10 11
12
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