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
1
$18.3M 12.37%
51,598
-49,250
2
$8.98M 6.07%
30,634
-27,856
3
$6.38M 4.31%
154,215
-154,215
4
$5.23M 3.53%
319,322
-319,322
5
$4.78M 3.23%
17,652
-17,652
6
$4.32M 2.92%
14,646
-24,646
7
$3.83M 2.59%
72,643
-93,935
8
$3.4M 2.3%
68,648
-68,608
9
$3.29M 2.23%
23,639
-23,401
10
$2.82M 1.91%
14,629
-15,331
11
$2.67M 1.81%
15,760
-15,218
12
$2.42M 1.63%
14,853
-14,853
13
$2.32M 1.57%
12,406
-12,374
14
$2.31M 1.56%
14,667
-14,667
15
$2.17M 1.47%
15,576
-15,576
16
$2.14M 1.45%
73,880
-167,790
17
$2M 1.35%
14,915
-13,391
18
$1.87M 1.26%
15,006
-14,396
19
$1.86M 1.26%
19,640
-20,760
20
$1.79M 1.21%
22,963
-22,801
21
$1.79M 1.21%
30,000
-70,682
22
$1.77M 1.2%
11,341
-11,341
23
$1.71M 1.16%
29,434
-28,982
24
$1.67M 1.13%
19,064
-21,428
25
$1.49M 1.01%
4,093
-3,841
1
2 3 4 5