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
101
$58K 0.06%
+3,900
102
$58K 0.06%
3,500
+500
103
$56K 0.06%
6,528
104
$55K 0.06%
+810
105
$55K 0.06%
763
106
$48K 0.05%
1,000
107
$46K 0.05%
3,000
108
$45K 0.05%
+263
109
$45K 0.05%
2,000
110
$44K 0.05%
785
111
$43K 0.05%
517
112
$43K 0.05%
345
113
$43K 0.05%
1,660
114
$42K 0.05%
+401
115
$40K 0.04%
+291
116
$40K 0.04%
+708
117
$40K 0.04%
528
+82
118
$40K 0.04%
775
+75
119
$39K 0.04%
+890
120
$39K 0.04%
6,000
121
$38K 0.04%
1,395
122
$38K 0.04%
1,000
123
$38K 0.04%
1,000
124
$37K 0.04%
600
125
$37K 0.04%
213
+28
3 4
5
6 7