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
101
$40K 0.05%
446
102
$40K 0.05%
700
103
$40K 0.05%
+1,000
104
$38K 0.05%
+2,000
105
$37K 0.05%
1,000
106
$37K 0.05%
808
107
$36K 0.05%
1,395
108
$35K 0.05%
600
109
$35K 0.05%
500
110
$33K 0.04%
2,500
111
$32K 0.04%
345
112
$30K 0.04%
420
113
$29K 0.04%
325
114
$29K 0.04%
185
-366
115
$29K 0.04%
1,192
116
$29K 0.04%
1,000
117
$27K 0.04%
748
-1,956
118
$27K 0.04%
+1,500
119
$25K 0.03%
500
120
$25K 0.03%
800
121
$25K 0.03%
400
122
$24K 0.03%
200
123
$24K 0.03%
90
124
$24K 0.03%
+6,000
125
$23K 0.03%
420
3 4
5
6 7