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
326
$2K ﹤0.01%
+46
327
$2K ﹤0.01%
+19
328
$2K ﹤0.01%
+25
329
$2K ﹤0.01%
+99
330
$2K ﹤0.01%
+38
331
$2K ﹤0.01%
165
332
$2K ﹤0.01%
40
333
$2K ﹤0.01%
+41
334
$2K ﹤0.01%
+50
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%
100
346
$1K ﹤0.01%
+31
347
$1K ﹤0.01%
66
348
$1K ﹤0.01%
+29
349
$1K ﹤0.01%
26
350
$1K ﹤0.01%
+36
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