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
351
$1K ﹤0.01%
+18
352
$0 ﹤0.01%
4
353
$0 ﹤0.01%
16
354
$0 ﹤0.01%
+2
355
$0 ﹤0.01%
+8
356
$0 ﹤0.01%
20
357
– –
-645
358
– –
-525
359
$0 ﹤0.01%
48
360
$0 ﹤0.01%
5
361
$0 ﹤0.01%
5
362
– –
-8,000
363
– –
-5,000
364
– –
-125
365
– –
-500
366
$0 ﹤0.01%
50
367
$0 ﹤0.01%
+9
368
$0 ﹤0.01%
7
369
$0 ﹤0.01%
2
11 12 13 14
15