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
151
$75K 0.06%
+5,151
152
$75K 0.06%
947
+65
153
$75K 0.06%
795
-830
154
$74K 0.06%
190
155
$74K 0.06%
381
156
$73K 0.05%
1,320
+807
157
$73K 0.05%
1,676
+1,626
158
$73K 0.05%
745
159
$73K 0.05%
5,200
+5,080
160
$71K 0.05%
769
+542
161
$71K 0.05%
3,900
162
$71K 0.05%
420
163
$70K 0.05%
1,087
164
$70K 0.05%
1,710
+372
165
$69K 0.05%
285
166
$66K 0.05%
337
+126
167
$65K 0.05%
2,000
168
$65K 0.05%
1,000
169
$62K 0.05%
+1,450
170
$62K 0.05%
253
171
$60K 0.04%
+1,250
172
$60K 0.04%
450
+2
173
$59K 0.04%
2,000
174
$59K 0.04%
1,108
175
$58K 0.04%
1,186
5 6
7
8 9