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
126
$116K 0.09%
1,354
+733
127
$116K 0.09%
1,236
+36
128
$115K 0.09%
1,718
+1,336
129
$115K 0.09%
2,000
+1,967
130
$115K 0.09%
10,500
-6,500
131
$114K 0.09%
+4,291
132
$109K 0.08%
3,375
133
$108K 0.08%
1,000
-47
134
$108K 0.08%
+4,000
135
$107K 0.08%
1,547
+721
136
$102K 0.08%
625
137
$100K 0.07%
945
+319
138
$98K 0.07%
1,141
+41
139
$94K 0.07%
188
+83
140
$92K 0.07%
6,528
141
$91K 0.07%
558
142
$91K 0.07%
2,311
143
$91K 0.07%
758
144
$88K 0.07%
70
145
$88K 0.07%
1,541
+1,500
146
$86K 0.06%
1,718
147
$84K 0.06%
1,495
+773
148
$78K 0.06%
591
149
$76K 0.06%
542
150
$75K 0.06%
+1,000
4 5
6
7 8