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
76
$356K 0.24%
6,234
-7,634
77
$355K 0.24%
161,302
-161,302
78
$354K 0.24%
6,020
-6,020
79
$352K 0.24%
+7,142
80
$348K 0.24%
8,945
-8,945
81
$344K 0.23%
3,108
-3,108
82
$330K 0.22%
5,904
-5,904
83
$329K 0.22%
6,827
-10,179
84
$326K 0.22%
5,638
-5,638
85
$320K 0.22%
15,311
-15,311
86
$295K 0.2%
1,100
-1,476
87
$283K 0.19%
4,000
-4,000
88
$281K 0.19%
4,610
-5,510
89
$281K 0.19%
1,399
-1,399
90
$277K 0.19%
4,518
-4,518
91
$275K 0.19%
10,869
-13,781
92
$273K 0.18%
4,000
-4,000
93
$271K 0.18%
+9,970
94
$266K 0.18%
18,867
-10,519
95
$258K 0.17%
2,076
-2,076
96
$251K 0.17%
8,000
-8,000
97
$246K 0.17%
4,500
-4,500
98
$241K 0.16%
3,777
-3,763
99
$235K 0.16%
1,376
-1,376
100
$232K 0.16%
2,756
-3,156
2 3
4
5 6