LA
Legacy Advisors Portfolio holdings
AUM
$6.33M
1-Year Return
22.3%
This Quarter Return
+3.73%
1 Year Return
+22.3%
3 Year Return
+95.6%
5 Year Return
+147.33%
10 Year Return
–
AUM
$148M
AUM Growth
-$160M
(-52%)
Cap. Flow
-$169M
Cap. Flow
% of AUM
-114.23%
Top 10 Holdings %
Top 10 Hldgs %
41.45%
Holding
445
New
29
Increased
33
Reduced
144
Closed
69
Top Buys
| 1 |
Dow Inc
DOW
|
+$352K |
| 2 |
Pinterest
PINS
|
+$271K |
| 3 |
PNC Financial Services
PNC
|
+$233K |
| 4 |
Corteva
CTVA
|
+$210K |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$209K |
Top Sells
| 1 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
+$17.5M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$8.16M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$7.26M |
| 4 |
Customers Bancorp
CUBI
|
+$6.91M |
| 5 |
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% |
