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
$103M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.56M
3
+$1.06M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.03M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$680K

Top Sells

1
+$1.89M
2
+$207K
3
+$143K
4
HLX icon
Helix Energy Solutions
HLX
+$73K
5
SNAK
Inventure Foods, Inc.
SNAK
+$70K

Sector Composition

1 Financials 16.73%
2 Utilities 8.19%
3 Consumer Discretionary 5.64%
4 Industrials 3.45%
5 Energy 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$916K 0.89%
10,962
-44
27
$740K 0.72%
2,511
-19
28
$641K 0.62%
16,018
-132
29
$595K 0.58%
2
30
$590K 0.58%
9,660
+5,004
31
$545K 0.53%
3,500
32
$505K 0.49%
2,042
33
$500K 0.49%
3,994
+152
34
$476K 0.46%
5,901
35
$470K 0.46%
+2,522
36
$463K 0.45%
3,750
37
$421K 0.41%
+8,500
38
$414K 0.4%
3,480
-50
39
$405K 0.39%
2,356
+3
40
$395K 0.39%
11,958
41
$365K 0.36%
8,318
+7,570
42
$340K 0.33%
4,071
+81
43
$326K 0.32%
2,334
+711
44
$308K 0.3%
5,860
+180
45
$282K 0.27%
9,039
+1,800
46
$277K 0.27%
5,300
-320
47
$269K 0.26%
1,813
48
$259K 0.25%
1,100
-14
49
$253K 0.25%
4,610
-254
50
$243K 0.24%
2,000
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