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
1
$17.2M 12.86%
48,489
-1,447
2
$7.25M 5.42%
26,734
-3,055
3
$5.42M 4.05%
154,215
+3,142
4
$5.36M 4%
188,808
5
$5.31M 3.96%
319,322
+76,435
6
$4.65M 3.47%
16,947
+126
7
$4.41M 3.29%
17,587
8
$4.01M 2.99%
74,104
-4,871
9
$2.85M 2.13%
15,389
-25
10
$2.82M 2.11%
50,341
-11,000
11
$2.69M 2.01%
13,826
+1,063
12
$2.15M 1.6%
12,504
+189
13
$2.11M 1.58%
14,667
14
$1.94M 1.45%
16,022
+97
15
$1.84M 1.37%
65,215
+60,405
16
$1.82M 1.36%
12,001
17
$1.66M 1.24%
13,138
+148
18
$1.64M 1.22%
8,767
19
$1.61M 1.2%
15,362
+30
20
$1.57M 1.18%
22,636
+80
21
$1.55M 1.16%
20,246
22
$1.55M 1.16%
4,617
+2,106
23
$1.54M 1.15%
11,512
24
$1.47M 1.1%
28,583
+219
25
$1.47M 1.1%
17,764
+283
1
2 3 4 5