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
351
$5K ﹤0.01%
+33
352
$5K ﹤0.01%
+440
353
$4K ﹤0.01%
+200
354
$4K ﹤0.01%
50
355
$4K ﹤0.01%
+153
356
$4K ﹤0.01%
+103
357
$4K ﹤0.01%
238
358
$4K ﹤0.01%
+260
359
$4K ﹤0.01%
75
360
$4K ﹤0.01%
+258
361
$4K ﹤0.01%
+270
362
$4K ﹤0.01%
+144
363
$4K ﹤0.01%
+160
364
$4K ﹤0.01%
+63
365
$4K ﹤0.01%
+85
366
$4K ﹤0.01%
+225
367
$3K ﹤0.01%
+91
368
$3K ﹤0.01%
+150
369
$3K ﹤0.01%
6
-6
370
$3K ﹤0.01%
+176
371
$3K ﹤0.01%
+39
372
$3K ﹤0.01%
60
373
$3K ﹤0.01%
+120
374
$3K ﹤0.01%
84
375
$3K ﹤0.01%
63
-77
13 14
15
16 17