LA

Legacy Advisors Portfolio holdings

AUM $810M
1-Year Est. Return 22.88%
This Quarter Est. Return
1 Year Est. Return
+22.88%
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
301
$5K ﹤0.01%
100
302
$5K ﹤0.01%
115
+75
303
$5K ﹤0.01%
+27
304
$5K ﹤0.01%
+272
305
$4K ﹤0.01%
+160
306
$4K ﹤0.01%
238
307
$4K ﹤0.01%
+31
308
$4K ﹤0.01%
+194
309
$4K ﹤0.01%
+82
310
$4K ﹤0.01%
100
311
$4K ﹤0.01%
+20
312
$4K ﹤0.01%
168
+36
313
$4K ﹤0.01%
+114
314
$3K ﹤0.01%
+44
315
$3K ﹤0.01%
72
-55
316
$3K ﹤0.01%
+101
317
$3K ﹤0.01%
+80
318
$3K ﹤0.01%
+60
319
$3K ﹤0.01%
+258
320
$3K ﹤0.01%
84
321
$3K ﹤0.01%
+43
322
$3K ﹤0.01%
+106
323
$2K ﹤0.01%
2,450
324
$2K ﹤0.01%
165
325
$2K ﹤0.01%
+53
11 12
13
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