LA

Legacy Advisors Portfolio holdings

AUM $931M
1-Year Est. Return 17.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$73.2M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$50.6M
2
+$16.6M
3
+$15.3M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$14.5M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$8M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.65%
2 Utilities 8.41%
3 Industrials 4.68%
4 Consumer Discretionary 4.38%
5 Energy 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$411K 0.56%
+3,750
27
$394K 0.54%
+2,537
28
$359K 0.49%
+9,600
29
$340K 0.46%
+2,894
30
$296K 0.4%
+1,275
31
$292K 0.4%
+2,600
32
$289K 0.39%
+3,087
33
$267K 0.36%
+2,201
34
$263K 0.36%
+2,355
35
$244K 0.33%
+7,108
36
$235K 0.32%
+1,190
37
$234K 0.32%
+2,000
38
$231K 0.32%
+4,610
39
$231K 0.32%
+2,020
40
$203K 0.28%
+4,975
41
$199K 0.27%
+2,305
42
$192K 0.26%
+4,860
43
$190K 0.26%
+3,060
44
$190K 0.26%
+2,265
45
$187K 0.26%
+4,860
46
$187K 0.26%
+2,225
47
$186K 0.25%
+5,816
48
$183K 0.25%
+1,589
49
$176K 0.24%
+7,590
50
$172K 0.24%
+1,866
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