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
26
$1.42M 1.06%
10,703
+10,205
27
$1.33M 0.99%
10,938
+185
28
$1.32M 0.98%
28,444
+476
29
$1.31M 0.98%
55,773
+800
30
$1.23M 0.92%
64,624
31
$1M 0.75%
35,550
+17,800
32
$984K 0.74%
6,007
-1,245
33
$979K 0.73%
7,823
34
$975K 0.73%
9,890
+8,789
35
$872K 0.65%
43,936
+40,629
36
$838K 0.63%
54,660
37
$819K 0.61%
135,848
38
$801K 0.6%
14,264
+281
39
$708K 0.53%
10,760
+136
40
$696K 0.52%
6,556
+23
41
$683K 0.51%
8,227
+56
42
$655K 0.49%
7,854
+29
43
$647K 0.48%
26,693
+20,506
44
$605K 0.45%
+3,594
45
$598K 0.45%
+2,000
46
$594K 0.44%
10,640
+3,880
47
$586K 0.44%
17,873
48
$584K 0.44%
10,561
+9,286
49
$532K 0.4%
+11,815
50
$531K 0.4%
9,400
+3,600
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2
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