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
351
$2K ﹤0.01%
26
352
$2K ﹤0.01%
50
353
$2K ﹤0.01%
66
354
$1K ﹤0.01%
30
355
$1K ﹤0.01%
18
356
$1K ﹤0.01%
51
-10
357
$1K ﹤0.01%
30
358
$1K ﹤0.01%
48
-2,000
359
$1K ﹤0.01%
17
360
$1K ﹤0.01%
78
361
$1K ﹤0.01%
7
362
– –
-200
363
– –
-300
364
– –
-148
365
– –
-125
366
– –
-2,500
367
– –
-160
368
– –
-132,054
369
– –
-14
370
– –
-388
371
– –
-121
372
– –
0
373
– –
-229
374
– –
-377,616
375
– –
-300
13 14
15
16 17