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
201
$53K 0.04%
310
202
$52K 0.04%
500
-165
203
$51K 0.03%
1,000
204
$51K 0.03%
1,500
205
$50K 0.03%
395
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206
$50K 0.03%
708
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207
$50K 0.03%
3,260
208
$48K 0.03%
+1,160
209
$47K 0.03%
345
210
$47K 0.03%
274
+150
211
$46K 0.03%
175
-54
212
$46K 0.03%
575
213
$43K 0.03%
880
214
$43K 0.03%
731
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215
$43K 0.03%
2,515
216
$42K 0.03%
1,000
217
$41K 0.03%
8,118
218
$41K 0.03%
295
219
$40K 0.03%
600
220
$40K 0.03%
1,110
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221
$39K 0.03%
405
222
$37K 0.03%
+550
223
$37K 0.03%
400
-46
224
$37K 0.03%
1,014
225
$36K 0.02%
98
-75
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9
10 11