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
101
$164K 0.12%
1,575
102
$162K 0.12%
2,876
+204
103
$160K 0.12%
2,050
-12
104
$158K 0.12%
963
105
$158K 0.12%
1,172
106
$151K 0.11%
6,394
+78
107
$150K 0.11%
1,032
-10
108
$150K 0.11%
13,590
+5,720
109
$149K 0.11%
9,060
+8,125
110
$148K 0.11%
3,432
+2,940
111
$146K 0.11%
+1,435
112
$144K 0.11%
1,626
113
$144K 0.11%
2,190
+18
114
$141K 0.11%
5,000
115
$141K 0.11%
1,098
116
$133K 0.1%
2,551
117
$130K 0.1%
2,170
+13
118
$128K 0.1%
2,596
119
$125K 0.09%
1,719
+659
120
$120K 0.09%
1,100
121
$119K 0.09%
7,442
122
$117K 0.09%
3,000
+2,000
123
$117K 0.09%
3,043
+2,643
124
$116K 0.09%
1,800
+1,775
125
$116K 0.09%
597
3 4
5
6 7