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
101
$74K 0.07%
542
102
$73K 0.07%
1,186
-76
103
$72K 0.07%
758
104
$72K 0.07%
1,060
-107
105
$71K 0.07%
420
+35
106
$71K 0.07%
381
+271
107
$70K 0.07%
6,528
108
$69K 0.07%
3,133
+618
109
$69K 0.07%
1,235
+1,121
110
$68K 0.07%
886
+358
111
$68K 0.07%
3,000
112
$66K 0.06%
285
113
$65K 0.06%
+770
114
$65K 0.06%
4,250
+750
115
$65K 0.06%
1,145
+840
116
$63K 0.06%
745
117
$63K 0.06%
2,000
118
$63K 0.06%
3,307
119
$62K 0.06%
436
+145
120
$61K 0.06%
351
-36
121
$61K 0.06%
763
122
$59K 0.06%
2,000
123
$59K 0.06%
3,900
124
$57K 0.06%
1,338
-128
125
$55K 0.05%
+3,000
3 4
5
6 7