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
401
$1K ﹤0.01%
+55
402
$1K ﹤0.01%
26
403
$1K ﹤0.01%
+20
404
$1K ﹤0.01%
7
405
$1K ﹤0.01%
+50
406
– –
-138
407
– –
-70
408
$0 ﹤0.01%
16
409
– –
-14
410
– –
-706
411
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-14
412
$0 ﹤0.01%
4
413
– –
-10
414
– –
-117,077
415
– –
-500
416
– –
-29
417
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-63,627
418
– –
-16
419
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-42
420
– –
-61
421
– –
-16
422
$0 ﹤0.01%
20
423
– –
-78
424
– –
0
425
– –
-37
15 16
17
18 19