LA

Legacy Advisors Portfolio holdings

AUM $931M
1-Year Est. Return 17.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$73.2M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$50.6M
2
+$16.6M
3
+$15.3M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$14.5M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$8M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.65%
2 Utilities 8.41%
3 Industrials 4.68%
4 Consumer Discretionary 4.38%
5 Energy 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$45K 0.06%
+526
102
$45K 0.06%
+700
103
$43K 0.06%
+422
104
$43K 0.06%
+3,590
105
$43K 0.06%
+2,515
106
$42K 0.06%
+517
107
$41K 0.06%
+262
108
$39K 0.05%
+501
109
$39K 0.05%
+8,000
110
$38K 0.05%
+446
111
$37K 0.05%
+257
112
$37K 0.05%
+593
113
$37K 0.05%
+469
114
$37K 0.05%
+559
115
$37K 0.05%
+808
116
$36K 0.05%
+1,000
117
$36K 0.05%
+2,500
118
$35K 0.05%
+1,016
119
$35K 0.05%
+1,395
120
$35K 0.05%
+495
121
$34K 0.05%
+465
122
$34K 0.05%
+1,448
123
$33K 0.05%
+600
124
$32K 0.04%
+203
125
$31K 0.04%
+345
3 4
5
6 7