LA

Legacy Advisors Portfolio holdings

AUM $810M
1-Year Est. Return 22.88%
This Quarter Est. Return
1 Year Est. Return
+22.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.56M
3
+$1.06M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.03M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$680K

Top Sells

1
+$1.89M
2
+$207K
3
+$143K
4
HLX icon
Helix Energy Solutions
HLX
+$73K
5
SNAK
Inventure Foods, Inc.
SNAK
+$70K

Sector Composition

1 Financials 16.73%
2 Utilities 8.19%
3 Consumer Discretionary 5.64%
4 Industrials 3.45%
5 Energy 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$14K 0.01%
+10
227
$13K 0.01%
1,000
228
$13K 0.01%
+520
229
$13K 0.01%
52
230
$13K 0.01%
862
231
$13K 0.01%
+931
232
$13K 0.01%
+78
233
$13K 0.01%
205
234
$13K 0.01%
53
235
$13K 0.01%
667
236
$12K 0.01%
+204
237
$12K 0.01%
290
238
$12K 0.01%
+400
239
$12K 0.01%
388
240
$12K 0.01%
150
241
$12K 0.01%
75
242
$12K 0.01%
197
243
$12K 0.01%
99
244
$11K 0.01%
350
245
$11K 0.01%
113
246
$11K 0.01%
500
247
$11K 0.01%
74
248
$11K 0.01%
94
-48
249
$11K 0.01%
147
250
$11K 0.01%
138
-76
8 9
10
11 12