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
51
$503K 0.38%
2,918
+4
52
$496K 0.37%
2,042
53
$480K 0.36%
2,598
+198
54
$459K 0.34%
9,142
55
$459K 0.34%
10,877
+42
56
$445K 0.33%
3,750
57
$434K 0.32%
40,000
58
$413K 0.31%
11,750
+5,250
59
$408K 0.3%
2,606
+380
60
$388K 0.29%
6,757
+1,340
61
$378K 0.28%
5,277
+29
62
$368K 0.27%
6,346
+31
63
$364K 0.27%
3,363
+6
64
$356K 0.27%
5,455
+765
65
$347K 0.26%
5,943
+483
66
$346K 0.26%
7,816
-24
67
$346K 0.26%
12,108
68
$339K 0.25%
1,100
69
$324K 0.24%
2,162
+6
70
$324K 0.24%
46,343
71
$321K 0.24%
4,610
72
$312K 0.23%
1,813
73
$301K 0.22%
8,750
+2,028
74
$295K 0.22%
2,833
+436
75
$286K 0.21%
1,399
1 2
3
4 5