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
326
$5K ﹤0.01%
+80
327
$5K ﹤0.01%
+139
328
$5K ﹤0.01%
200
329
$4K ﹤0.01%
100
-150
330
$4K ﹤0.01%
10
331
$4K ﹤0.01%
10
-180
332
$4K ﹤0.01%
142
333
$4K ﹤0.01%
200
334
$4K ﹤0.01%
63
335
$4K ﹤0.01%
48
336
$3K ﹤0.01%
26
337
$3K ﹤0.01%
50
-100
338
$3K ﹤0.01%
20
-53
339
$3K ﹤0.01%
84
340
$3K ﹤0.01%
63
341
$3K ﹤0.01%
202
342
$3K ﹤0.01%
137
343
$3K ﹤0.01%
56
344
$3K ﹤0.01%
52
345
$3K ﹤0.01%
165
346
$2K ﹤0.01%
84
347
$2K ﹤0.01%
21
-35,241
348
$2K ﹤0.01%
73
349
$2K ﹤0.01%
66
350
$2K ﹤0.01%
84
-17
12 13
14
15 16