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
$74M
AUM Growth
+$831K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$5.95M
2
+$940K
3
+$484K
4
SPH icon
Suburban Propane Partners
SPH
+$121K
5
SWN
Southwestern Energy Company
SWN
+$118K

Top Sells

1
+$35.8M
2
+$13M
3
+$12.4M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$12.2M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$7.11M

Sector Composition

1 Financials 21.39%
2 Utilities 9.06%
3 Consumer Discretionary 4.07%
4 Industrials 3.33%
5 Energy 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$448K 0.61%
2,537
27
$445K 0.6%
3,750
28
$291K 0.39%
2,717
-177
29
$285K 0.39%
2,201
30
$283K 0.38%
2,061
-15,150
31
$271K 0.37%
1,813
-1,954
32
$270K 0.36%
2,355
33
$268K 0.36%
7,108
34
$256K 0.35%
1,100
-175
35
$245K 0.33%
1,190
36
$235K 0.32%
2,000
37
$229K 0.31%
4,610
38
$216K 0.29%
2,020
39
$209K 0.28%
5,060
+200
40
$206K 0.28%
4,860
41
$183K 0.25%
7,590
42
$182K 0.25%
2,305
43
$182K 0.25%
5,816
44
$179K 0.24%
2,000
-265
45
$177K 0.24%
1,425
-164
46
$175K 0.24%
2,225
47
$170K 0.23%
1,500
-366
48
$169K 0.23%
3,354
49
$164K 0.22%
2,075
50
$157K 0.21%
1,392
+11
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