LA
Legacy Advisors Portfolio holdings
AUM
$6.33M
1-Year Return
22.3%
This Quarter Return
+4.19%
1 Year Return
+22.3%
3 Year Return
+95.6%
5 Year Return
+147.33%
10 Year Return
–
AUM
$103M
AUM Growth
+$12.9M
(+14%)
Cap. Flow
+$9.78M
Cap. Flow
% of AUM
9.54%
Top 10 Holdings %
Top 10 Hldgs %
55.38%
Holding
458
New
95
Increased
57
Reduced
55
Closed
101
Top Buys
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$1.73M |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
$1.56M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$1.06M |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
$1.03M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$680K |
Top Sells
| 1 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$1.89M |
| 2 |
Vanguard Growth ETF
VUG
|
$207K |
| 3 |
HES
Hess
HES
|
$143K |
| 4 |
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% |
