LA

Legacy Advisors Portfolio holdings

AUM $931M
1-Year Est. Return 17.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.91%
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
+$1.8M
2
+$1.36M
3
+$1.33M
4
MSFT icon
Microsoft
MSFT
+$852K
5
LBAI
Lakeland Bancorp Inc
LBAI
+$816K

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
State Street SPDR S&P 500 ETF Trust
SPY
+$825K

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
– –
-27
407
– –
-45
408
– –
-70
409
$0 ﹤0.01%
16
410
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-14
411
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-706
412
– –
-14
413
$0 ﹤0.01%
4
414
– –
-10
415
– –
-117,077
416
– –
-500
417
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-29
418
– –
-63,627
419
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-16
420
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-42
421
– –
-61
422
– –
-16
423
$0 ﹤0.01%
20
424
– –
-78
425
– –
0
15 16
17
18 19