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
176
$58K 0.04%
+1,393
177
$56K 0.04%
920
+556
178
$56K 0.04%
770
179
$55K 0.04%
3,086
180
$54K 0.04%
334
181
$54K 0.04%
1,126
182
$54K 0.04%
+1,300
183
$53K 0.04%
1,538
+1,368
184
$52K 0.04%
369
185
$52K 0.04%
760
+610
186
$50K 0.04%
+3,500
187
$50K 0.04%
3,260
188
$49K 0.04%
3,000
189
$48K 0.04%
500
190
$47K 0.04%
+2,500
191
$47K 0.04%
+940
192
$47K 0.04%
345
193
$47K 0.04%
1,138
-2,687
194
$47K 0.04%
8,118
195
$46K 0.03%
727
+281
196
$46K 0.03%
3,000
197
$45K 0.03%
708
198
$44K 0.03%
500
199
$42K 0.03%
517
200
$42K 0.03%
2,515
6 7
8
9 10