LA

Legacy Advisors Portfolio holdings

AUM $931M
1-Year Est. Return 17.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.91%
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
+$377K
2
+$272K
3
+$224K
4
VB icon
Vanguard Small-Cap ETF
VB
+$206K
5
WFC.PRL icon
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
+$197K

Top Sells

1
+$17.2M
2
+$8.02M
3
+$7.14M
4
CUBI icon
Customers Bancorp
CUBI
+$6.91M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$6.16M

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
101
$226K 0.15%
1,557
-1,146
102
$221K 0.15%
4,450
103
$216K 0.15%
2,305
-2,305
104
$210K 0.14%
+7,094
105
$209K 0.14%
+1,330
106
$208K 0.14%
1,250
-1,900
107
$206K 0.14%
1,786
-1,832
108
$204K 0.14%
1,000
109
$203K 0.14%
+149
110
$198K 0.13%
2,485
-4,567
111
$194K 0.13%
1,051
+426
112
$192K 0.13%
46,343
-46,343
113
$189K 0.13%
1,993
+11
114
$188K 0.13%
+8,802
115
$188K 0.13%
3,354
116
$186K 0.13%
892
+295
117
$185K 0.13%
4,300
118
$176K 0.12%
1,575
-22
119
$168K 0.11%
2,562
+48
120
$168K 0.11%
1,391
-3
121
$163K 0.11%
9,060
122
$162K 0.11%
1,466
+620
123
$160K 0.11%
3,026
+1,300
124
$158K 0.11%
1,462
+6
125
$152K 0.1%
1,618
3 4
5
6 7