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
126
$151K 0.1%
2,672
127
$150K 0.1%
2,857
+639
128
$148K 0.1%
606
-1,420
129
$145K 0.1%
1,626
130
$142K 0.1%
1,987
+900
131
$142K 0.1%
1,424
-80
132
$141K 0.1%
300
+112
133
$141K 0.1%
1,450
+350
134
$141K 0.1%
3,043
135
$139K 0.09%
5,027
136
$137K 0.09%
2,551
137
$137K 0.09%
650
+1
138
$136K 0.09%
1,098
139
$130K 0.09%
1,000
140
$130K 0.09%
750
-337
141
$129K 0.09%
740
+321
142
$128K 0.09%
2,679
+3
143
$127K 0.09%
1,085
-6,085
144
$127K 0.09%
945
145
$126K 0.09%
4,162
146
$124K 0.08%
2,500
147
$123K 0.08%
4,808
148
$123K 0.08%
1,613
+913
149
$122K 0.08%
1,483
+383
150
$122K 0.08%
6,528
4 5
6
7 8