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
151
$121K 0.08%
1,200
152
$115K 0.08%
468
153
$114K 0.08%
2,272
+23
154
$113K 0.08%
1,980
+1,580
155
$111K 0.08%
745
156
$109K 0.07%
2,028
157
$108K 0.07%
558
158
$105K 0.07%
2,257
-41
159
$105K 0.07%
2,220
+1,050
160
$102K 0.07%
1,600
+14
161
$101K 0.07%
765
+1
162
$101K 0.07%
600
163
$96K 0.06%
+70
164
$95K 0.06%
7,350
165
$94K 0.06%
5,500
166
$93K 0.06%
350
+139
167
$88K 0.06%
5,000
168
$85K 0.06%
2,203
169
$82K 0.06%
+3,416
170
$82K 0.06%
5,151
171
$81K 0.05%
542
172
$80K 0.05%
+1,219
173
$79K 0.05%
450
+47
174
$79K 0.05%
795
175
$78K 0.05%
530
+270
5 6
7
8 9