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
$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
251
$7K 0.01%
+93
252
$7K 0.01%
+85
253
$7K 0.01%
+400
254
$7K 0.01%
+120
255
$7K 0.01%
+62
256
$7K 0.01%
1,500
257
$7K 0.01%
+86
258
$6K 0.01%
117
259
$6K 0.01%
+64
260
$6K 0.01%
+372
261
$6K 0.01%
+76
262
$6K 0.01%
+132
263
$6K 0.01%
+111
264
$6K 0.01%
+140
265
$6K 0.01%
97
266
$6K 0.01%
+75
267
$6K 0.01%
+165
268
$6K 0.01%
75
269
$6K 0.01%
+128
270
$6K 0.01%
100
271
$6K 0.01%
+80
272
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273
$6K 0.01%
+113
274
$6K 0.01%
278
275
$6K 0.01%
+86
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