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
201
$42K 0.03%
1,585
202
$41K 0.03%
600
203
$40K 0.03%
1,000
204
$40K 0.03%
2,251
+2,000
205
$39K 0.03%
263
+38
206
$39K 0.03%
+732
207
$39K 0.03%
1,137
-81
208
$37K 0.03%
500
209
$36K 0.03%
148
210
$36K 0.03%
+5,676
211
$36K 0.03%
1,875
+375
212
$35K 0.03%
+2,100
213
$35K 0.03%
+1,973
214
$35K 0.03%
+303
215
$35K 0.03%
767
+731
216
$34K 0.03%
+650
217
$34K 0.03%
+2,181
218
$34K 0.03%
748
219
$34K 0.03%
+1,500
220
$34K 0.03%
1,700
+1,200
221
$31K 0.02%
+864
222
$31K 0.02%
229
223
$31K 0.02%
620
+2
224
$31K 0.02%
+437
225
$30K 0.02%
218
7 8
9
10 11