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
76
$78K 0.11%
1,518
77
$77K 0.1%
10,000
78
$77K 0.1%
1,078
+4
79
$76K 0.1%
3,000
80
$69K 0.09%
745
81
$67K 0.09%
3,000
82
$66K 0.09%
15,000
83
$65K 0.09%
1,200
84
$65K 0.09%
542
85
$64K 0.09%
758
-2,329
86
$64K 0.09%
3,307
87
$63K 0.09%
2,000
88
$62K 0.08%
1,000
89
$60K 0.08%
1,550
90
$59K 0.08%
1,060
91
$57K 0.08%
1,338
92
$55K 0.07%
2,000
93
$53K 0.07%
763
94
$51K 0.07%
2,515
95
$50K 0.07%
6,528
96
$49K 0.07%
285
97
$45K 0.06%
1,660
+1,000
98
$45K 0.06%
1,000
99
$44K 0.06%
696
+103
100
$43K 0.06%
517
2 3
4
5 6