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
51
$242K 0.24%
3,354
52
$233K 0.23%
2,305
53
$215K 0.21%
12,000
+2,500
54
$206K 0.2%
2,075
-40
55
$198K 0.19%
6,743
+135
56
$195K 0.19%
+149
57
$193K 0.19%
+8,000
58
$183K 0.18%
2,000
-47
59
$183K 0.18%
3,471
+520
60
$181K 0.18%
1,700
+87
61
$176K 0.17%
801
+677
62
$169K 0.16%
1,588
-66
63
$167K 0.16%
1,575
64
$158K 0.15%
11,500
+7,500
65
$151K 0.15%
2,225
-71
66
$149K 0.15%
4,348
-183
67
$144K 0.14%
2,672
68
$143K 0.14%
1,000
69
$143K 0.14%
997
70
$141K 0.14%
3,091
-227
71
$139K 0.14%
1,292
-43
72
$139K 0.14%
1,098
73
$137K 0.13%
1,200
-26
74
$136K 0.13%
4,609
-262
75
$129K 0.13%
2,942
+2,654
1 2
3
4 5