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
51
$575K 0.39%
10,989
-13,396
52
$573K 0.39%
10,600
-12,920
53
$567K 0.38%
15,513
-13,762
54
$566K 0.38%
4,250
-4,250
55
$556K 0.38%
13,535
-16,133
56
$533K 0.36%
7,094
-14,688
57
$526K 0.36%
3,594
-3,594
58
$487K 0.33%
8,859
-8,859
59
$484K 0.33%
6,010
-7,767
60
$479K 0.32%
10,561
-10,561
61
$461K 0.31%
10,847
-10,805
62
$428K 0.29%
7,848
-9,964
63
$415K 0.28%
5,950
-5,880
64
$409K 0.28%
7,973
-9,893
65
$406K 0.27%
14,064
-13,934
66
$404K 0.27%
10,971
-13,371
67
$396K 0.27%
2,887
+1,698
68
$392K 0.27%
3,175
-1,975
69
$389K 0.26%
3,550
-1,950
70
$388K 0.26%
4,710
-4,710
71
$387K 0.26%
3,390
-3,375
72
$379K 0.26%
6,483
-6,407
73
$377K 0.25%
6,887
-4,577
74
$366K 0.25%
925
-925
75
$366K 0.25%
4,363
-6,557
1 2
3
4 5