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
26
$621K 0.69%
16,150
+450
27
$549K 0.61%
+2
28
$537K 0.6%
4,298
29
$509K 0.57%
3,500
30
$489K 0.54%
5,901
31
$462K 0.51%
3,990
+44
32
$457K 0.51%
2,042
+852
33
$455K 0.51%
3,750
34
$451K 0.5%
3,842
+1,125
35
$423K 0.47%
3,530
+1,510
36
$368K 0.41%
2,353
+152
37
$311K 0.35%
11,958
+4,368
38
$279K 0.31%
2,355
39
$277K 0.31%
7,239
+131
40
$277K 0.31%
+4,656
41
$276K 0.31%
5,680
+820
42
$269K 0.3%
5,620
+560
43
$247K 0.28%
1,813
44
$243K 0.27%
4,864
+254
45
$242K 0.27%
2,000
46
$211K 0.24%
2,305
47
$211K 0.24%
1,623
+93
48
$209K 0.23%
1,581
+1,481
49
$204K 0.23%
3,354
50
$200K 0.22%
1,114
+14
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