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
76
$93K 0.1%
2,311
77
$87K 0.1%
1,368
+285
78
$85K 0.09%
1,262
+76
79
$83K 0.09%
+980
80
$81K 0.09%
1,096
+746
81
$81K 0.09%
1,518
82
$77K 0.09%
1,000
83
$73K 0.08%
10,000
84
$72K 0.08%
1,167
+107
85
$70K 0.08%
285
86
$70K 0.08%
542
87
$70K 0.08%
15,000
88
$69K 0.08%
3,000
89
$67K 0.07%
3,307
90
$66K 0.07%
+387
91
$66K 0.07%
2,000
92
$66K 0.07%
24,523
93
$65K 0.07%
1,360
+860
94
$64K 0.07%
745
95
$63K 0.07%
2,515
96
$63K 0.07%
758
97
$63K 0.07%
4,000
+500
98
$62K 0.07%
385
99
$61K 0.07%
10,280
-4,287
100
$59K 0.07%
1,466
+128
2 3
4
5 6