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
276
$6K 0.01%
+140
277
$6K 0.01%
278
278
$6K 0.01%
+86
279
$6K 0.01%
+89
280
$6K 0.01%
+78
281
$6K 0.01%
+486
282
$5K 0.01%
+110
283
$5K 0.01%
100
284
$5K 0.01%
+118
285
$5K 0.01%
+41
286
$5K 0.01%
+43
287
$5K 0.01%
+59
288
$5K 0.01%
+75
289
$5K 0.01%
+86
290
$5K 0.01%
+105
291
$5K 0.01%
127
+55
292
$5K 0.01%
+116
293
$5K 0.01%
300
294
$5K 0.01%
+139
295
$4K ﹤0.01%
+88
296
$4K ﹤0.01%
+10
297
$4K ﹤0.01%
+34
298
$4K ﹤0.01%
100
299
$4K ﹤0.01%
+30
300
$4K ﹤0.01%
+98
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