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
376
$3K ﹤0.01%
137
377
$3K ﹤0.01%
+45
378
$3K ﹤0.01%
+52
379
$3K ﹤0.01%
2,450
380
$3K ﹤0.01%
+1,000
381
$3K ﹤0.01%
89
382
$3K ﹤0.01%
165
383
$2K ﹤0.01%
7
384
$2K ﹤0.01%
+48
385
$2K ﹤0.01%
40
386
$2K ﹤0.01%
26
387
$2K ﹤0.01%
+110
388
$2K ﹤0.01%
14
+1
389
$2K ﹤0.01%
+50
390
$2K ﹤0.01%
90
+1
391
$2K ﹤0.01%
66
392
$2K ﹤0.01%
+70
393
$2K ﹤0.01%
+30
394
$2K ﹤0.01%
+43
395
$1K ﹤0.01%
+45
396
$1K ﹤0.01%
+7
397
$1K ﹤0.01%
+60
398
$1K ﹤0.01%
+14
399
$1K ﹤0.01%
30
400
$1K ﹤0.01%
48
14 15
16
17 18