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
51
$150K 0.2%
1,575
52
$147K 0.2%
3,060
53
$132K 0.18%
3,091
54
$130K 0.18%
16,483
+6,000
55
$128K 0.17%
1,200
56
$127K 0.17%
2,672
57
$126K 0.17%
2,551
58
$123K 0.17%
10,590
+7,000
59
$122K 0.16%
2,515
60
$122K 0.16%
15,000
+14,500
61
$121K 0.16%
1,000
62
$121K 0.16%
+4,500
63
$119K 0.16%
1,098
64
$116K 0.16%
3,584
65
$111K 0.15%
1,000
66
$107K 0.14%
897
67
$104K 0.14%
4,443
+5
68
$102K 0.14%
1,165
69
$97K 0.13%
1,186
70
$94K 0.13%
1,000
71
$81K 0.11%
2,311
72
$81K 0.11%
3,375
73
$80K 0.11%
1,000
74
$80K 0.11%
1,319
-408
75
$78K 0.11%
1,725
-3,250
1 2
3
4 5