LA
Legacy Advisors Portfolio holdings
AUM
$6.33M
1-Year Return
22.3%
This Quarter Return
+4.64%
1 Year Return
+22.3%
3 Year Return
+95.6%
5 Year Return
+147.33%
10 Year Return
–
AUM
$203M
AUM Growth
+$69.2M
(+52%)
Cap. Flow
+$64.6M
Cap. Flow
% of AUM
31.83%
Top 10 Holdings %
Top 10 Hldgs %
32.13%
Holding
520
New
106
Increased
118
Reduced
27
Closed
57
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$4.61M |
| 2 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$4.01M |
| 3 |
Johnson & Johnson
JNJ
|
+$2.48M |
| 4 |
Lowe's Companies
LOW
|
+$2.05M |
| 5 |
CVS Health
CVS
|
+$2.02M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$1.64M |
| 2 |
Vipshop
VIPS
|
+$434K |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
+$282K |
| 4 |
Plains All American Pipeline
PAA
|
+$156K |
| 5 |
Brown-Forman Class B
BF.B
|
+$128K |
Sector Composition
| 1 | Financials | 14.69% |
| 2 | Healthcare | 9.6% |
| 3 | Consumer Discretionary | 7.15% |
| 4 | Consumer Staples | 5.99% |
| 5 | Technology | 5.16% |
