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
$89.7M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.41M
3
+$1.19M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.12M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$549K

Top Sells

1
+$1.89M
2
+$910K
3
+$280K
4
SPH icon
Suburban Propane Partners
SPH
+$190K
5
ETP
Energy Transfer Partners, L.P.
ETP
+$150K

Sector Composition

1 Financials 19.77%
2 Utilities 7.83%
3 Consumer Discretionary 6.29%
4 Industrials 3.57%
5 Energy 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9K 0.01%
+52
227
$9K 0.01%
+49
228
$9K 0.01%
+63
229
$9K 0.01%
+101
230
$9K 0.01%
+148
231
$9K 0.01%
+183
232
$9K 0.01%
+139
233
$9K 0.01%
150
234
$9K 0.01%
58
-5,865
235
$8K 0.01%
+54
236
$8K 0.01%
+82
237
$8K 0.01%
+41
238
$8K 0.01%
+287
239
$8K 0.01%
+20
240
$8K 0.01%
+98
241
$8K 0.01%
+163
242
$8K 0.01%
+60
243
$8K 0.01%
202
244
$8K 0.01%
+55
245
$8K 0.01%
+58
246
$7K 0.01%
+110
247
$7K 0.01%
+86
248
$7K 0.01%
+65
249
$7K 0.01%
+400
250
$7K 0.01%
+120
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