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
301
$4K ﹤0.01%
+107
302
$4K ﹤0.01%
+65
303
$4K ﹤0.01%
+81
304
$4K ﹤0.01%
+39
305
$4K ﹤0.01%
+35
306
$4K ﹤0.01%
+38
307
$4K ﹤0.01%
+34
308
$3K ﹤0.01%
+28
309
$3K ﹤0.01%
238
310
$3K ﹤0.01%
+123
311
$3K ﹤0.01%
+132
312
$3K ﹤0.01%
+16
313
$3K ﹤0.01%
+75
314
$3K ﹤0.01%
+53
315
$3K ﹤0.01%
137
316
$3K ﹤0.01%
+61
317
$3K ﹤0.01%
2,450
318
$3K ﹤0.01%
+32
319
$2K ﹤0.01%
+92
320
$2K ﹤0.01%
+75
321
$2K ﹤0.01%
+28
322
$2K ﹤0.01%
+30
323
$2K ﹤0.01%
+51
324
$2K ﹤0.01%
+60
325
$2K ﹤0.01%
84
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