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
$148M
AUM Growth
-$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$352K
2
+$271K
3
+$233K
4
CTVA icon
Corteva
CTVA
+$210K
5
VB icon
Vanguard Small-Cap ETF
VB
+$209K

Top Sells

1
+$17.5M
2
+$8.16M
3
+$7.26M
4
CUBI icon
Customers Bancorp
CUBI
+$6.91M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$6.48M

Sector Composition

1 Financials 11.99%
2 Consumer Discretionary 8.14%
3 Healthcare 6.58%
4 Communication Services 6.13%
5 Technology 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.4M 0.95%
22,402
-15,454
27
$1.37M 0.92%
10,753
-10,753
28
$1.33M 0.9%
82,436
-33,044
29
$1.26M 0.85%
25,196
-798
30
$1.22M 0.83%
2,000
-2,000
31
$1.1M 0.74%
7,053
-11,257
32
$1.06M 0.72%
7,823
-7,823
33
$1.04M 0.7%
13,546
-12,846
34
$1.01M 0.68%
200,500
-200,500
35
$964K 0.65%
24,928
-24,928
36
$930K 0.63%
8,315
-7,699
37
$894K 0.6%
8,661
-4,601
38
$876K 0.59%
52,494
-52,494
39
$845K 0.57%
3,078
-3,078
40
$820K 0.55%
56,573
-54,972
41
$812K 0.55%
19,213
-22,249
42
$779K 0.53%
5,938
-5,962
43
$753K 0.51%
8,128
-8,060
44
$740K 0.5%
8,468
-8,358
45
$682K 0.46%
8,000
-10,586
46
$650K 0.44%
2,445
-1,639
47
$625K 0.42%
3,011
-3,011
48
$596K 0.4%
11,000
-9,200
49
$584K 0.39%
7,012
-8,512
50
$579K 0.39%
3,141
-4,093
1
2
3 4 5