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LA

Legacy Advisors Portfolio holdings

AUM $848M
1-Year Est. Return 21.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.32%
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
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428
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430
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431
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432
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$0 ﹤0.01%
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436
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437
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$0 ﹤0.01%
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440
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-7,755
441
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444
$0 ﹤0.01%
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445
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446
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447
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448
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449
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450
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-63,627
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