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
176
$78K 0.05%
1,250
177
$77K 0.05%
3,900
178
$77K 0.05%
2,000
179
$76K 0.05%
+705
180
$76K 0.05%
+2,722
181
$75K 0.05%
1,029
-27
182
$75K 0.05%
2,325
+1,000
183
$73K 0.05%
758
184
$71K 0.05%
420
185
$67K 0.05%
2,000
186
$65K 0.04%
770
187
$62K 0.04%
+1,690
188
$62K 0.04%
748
189
$61K 0.04%
3,375
190
$60K 0.04%
600
191
$60K 0.04%
550
-400
192
$58K 0.04%
3,750
193
$58K 0.04%
339
+1
194
$58K 0.04%
500
195
$56K 0.04%
30
+19
196
$56K 0.04%
1,186
197
$56K 0.04%
3,086
198
$55K 0.04%
+600
199
$55K 0.04%
5,340
-54,340
200
$54K 0.04%
369
6 7
8
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