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
$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
251
$11K 0.01%
113
252
$11K 0.01%
500
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$11K 0.01%
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94
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$10K 0.01%
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256
$10K 0.01%
49
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$10K 0.01%
156
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258
$10K 0.01%
+159
259
$10K 0.01%
60
260
$10K 0.01%
55
261
$10K 0.01%
150
262
$10K 0.01%
58
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$9K 0.01%
52
264
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30
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268
$9K 0.01%
148
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183
270
$9K 0.01%
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$8K 0.01%
95
272
$8K 0.01%
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273
$8K 0.01%
41
274
$8K 0.01%
85
275
$8K 0.01%
47
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9 10
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12 13