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
426
– –
-310
427
– –
-50
428
– –
-69
429
– –
-30
430
– –
-104
431
– –
-30,831
432
– –
-98
433
– –
-85
434
– –
-78
435
– –
-16
436
– –
-43
437
$0 ﹤0.01%
1
438
$0 ﹤0.01%
5
439
– –
-57
440
– –
-40
441
– –
-75
442
– –
-90
443
$0 ﹤0.01%
5
444
– –
-102
445
– –
-27
446
– –
-7
447
– –
-40
448
– –
-115
449
– –
-301
450
– –
-32
16 17
18
19 20