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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
326
$2K ﹤0.01%
40
327
$2K ﹤0.01%
+41
328
$2K ﹤0.01%
+92
329
$2K ﹤0.01%
+75
330
$2K ﹤0.01%
+28
331
$2K ﹤0.01%
+30
332
$2K ﹤0.01%
+51
333
$2K ﹤0.01%
+60
334
$2K ﹤0.01%
84
335
$1K ﹤0.01%
7
336
$1K ﹤0.01%
+27
337
$1K ﹤0.01%
+26
338
$1K ﹤0.01%
+44
339
$1K ﹤0.01%
+300
340
$1K ﹤0.01%
+18
341
$1K ﹤0.01%
30
342
$1K ﹤0.01%
+12
343
$1K ﹤0.01%
+95
344
$1K ﹤0.01%
+24
345
$1K ﹤0.01%
+31
346
$1K ﹤0.01%
66
347
$1K ﹤0.01%
+29
348
$1K ﹤0.01%
26
349
$1K ﹤0.01%
+36
350
$1K ﹤0.01%
+18
11 12 13
14
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