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
76
$282K 0.21%
1
77
$281K 0.21%
3,698
+2,949
78
$280K 0.21%
5,557
+2,067
79
$271K 0.2%
925
80
$270K 0.2%
+5,528
81
$268K 0.2%
4,948
+4,848
82
$259K 0.19%
2,305
83
$255K 0.19%
2,606
+531
84
$243K 0.18%
3,108
+2,708
85
$235K 0.18%
8,108
+1,000
86
$229K 0.17%
2,000
87
$219K 0.16%
7,907
+3,262
88
$214K 0.16%
+1,618
89
$210K 0.16%
3,354
90
$194K 0.14%
1,950
91
$188K 0.14%
149
92
$180K 0.13%
2,660
+335
93
$176K 0.13%
+1,707
94
$175K 0.13%
2,060
+660
95
$173K 0.13%
1,376
96
$170K 0.13%
1,284
+197
97
$169K 0.13%
5,500
98
$168K 0.13%
1,714
+290
99
$167K 0.12%
2,489
+45
100
$166K 0.12%
2,025
+499
2 3
4
5 6