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
76
$120K 0.12%
1,000
-108
77
$120K 0.12%
2,551
78
$117K 0.11%
+4,755
79
$117K 0.11%
+4,269
80
$116K 0.11%
+3,070
81
$114K 0.11%
686
+623
82
$114K 0.11%
3,375
83
$112K 0.11%
2,736
+425
84
$112K 0.11%
1,151
+1,028
85
$111K 0.11%
1,000
-173
86
$108K 0.11%
1,327
+1,247
87
$106K 0.1%
509
+502
88
$103K 0.1%
+880
89
$99K 0.1%
1,377
+9
90
$93K 0.09%
475
+262
91
$92K 0.09%
+70
92
$87K 0.08%
980
93
$85K 0.08%
1,400
-114
94
$85K 0.08%
1,581
-39
95
$83K 0.08%
3,160
+1,500
96
$83K 0.08%
+15,000
97
$81K 0.08%
1,000
98
$81K 0.08%
1,518
99
$78K 0.08%
913
-183
100
$74K 0.07%
1,280
-80
2 3
4
5 6