LA
Legacy Advisors Portfolio holdings
AUM
$6.33M
This Quarter Return
+4.44%
1 Year Return
+22.3%
3 Year Return
+95.6%
5 Year Return
+147.33%
10 Year Return
–
AUM
$89.7M
AUM Growth
+$11.3M
(+14%)
Cap. Flow
+$8.46M
Cap. Flow
% of AUM
9.43%
Top 10 Holdings %
Top 10 Hldgs %
59.44%
Holding
369
New
166
Increased
69
Reduced
11
Closed
6
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$1.83M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$1.41M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$1.19M |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
$1.12M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
$549K |
Top Sells
| 1 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$1.89M |
| 2 |
AET
Aetna Inc
AET
|
$910K |
| 3 |
Reinsurance Group of America
RGA
|
$280K |
| 4 |
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% |
