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
301
$10K 0.01%
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-874
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$10K 0.01%
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$9K 0.01%
400
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$9K 0.01%
+241
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$8K 0.01%
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$8K 0.01%
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400
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$8K 0.01%
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$7K ﹤0.01%
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$7K ﹤0.01%
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500
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$7K ﹤0.01%
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$6K ﹤0.01%
58
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$6K ﹤0.01%
48
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$6K ﹤0.01%
500
324
$6K ﹤0.01%
666
325
$5K ﹤0.01%
100