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
51
$195K 0.22%
6,608
+792
52
$191K 0.21%
2,115
+40
53
$186K 0.21%
2,047
+47
54
$180K 0.2%
1,613
+113
55
$173K 0.19%
9,500
-8,250
56
$161K 0.18%
2,296
+71
57
$157K 0.17%
1,654
+489
58
$157K 0.17%
1,575
59
$153K 0.17%
4,531
-642
60
$150K 0.17%
3,318
+227
61
$146K 0.16%
2,951
-14
62
$143K 0.16%
3,060
63
$137K 0.15%
1,000
64
$135K 0.15%
2,672
65
$134K 0.15%
997
-100
66
$131K 0.15%
1,335
+43
67
$130K 0.14%
1,226
+26
68
$130K 0.14%
1,098
69
$123K 0.14%
4,871
+124
70
$123K 0.14%
1,108
+108
71
$120K 0.13%
2,551
72
$117K 0.13%
1,173
+173
73
$99K 0.11%
3,375
74
$98K 0.11%
1,620
+301
75
$96K 0.11%
1,514
+314
1 2
3
4 5