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LA

Legacy Advisors Portfolio holdings

AUM $848M
1-Year Est. Return 21.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.32%
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
+$1.8M
2
+$1.36M
3
+$1.17M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.09M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$531K

Top Sells

1
+$1.84M
2
+$916K
3
+$271K
4
SPH icon
Suburban Propane Partners
SPH
+$190K
5
ETP
Energy Transfer Partners, L.P.
ETP
+$160K

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
301
$4K ﹤0.01%
+65
302
$4K ﹤0.01%
+81
303
$4K ﹤0.01%
+39
304
$4K ﹤0.01%
+35
305
$4K ﹤0.01%
+38
306
$4K ﹤0.01%
+34
307
$4K ﹤0.01%
+107
308
$3K ﹤0.01%
238
309
$3K ﹤0.01%
+123
310
$3K ﹤0.01%
+132
311
$3K ﹤0.01%
+16
312
$3K ﹤0.01%
+75
313
$3K ﹤0.01%
+53
314
$3K ﹤0.01%
137
315
$3K ﹤0.01%
+61
316
$3K ﹤0.01%
2,450
317
$3K ﹤0.01%
+32
318
$3K ﹤0.01%
+28
319
$2K ﹤0.01%
+46
320
$2K ﹤0.01%
+50
321
$2K ﹤0.01%
+19
322
$2K ﹤0.01%
+25
323
$2K ﹤0.01%
+99
324
$2K ﹤0.01%
+38
325
$2K ﹤0.01%
165
11 12
13
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