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
126
$31K 0.04%
+1,000
127
$30K 0.04%
+420
128
$30K 0.04%
+430
129
$30K 0.04%
+892
130
$28K 0.04%
+500
131
$28K 0.04%
+325
132
$27K 0.04%
+1,192
133
$26K 0.04%
+483
134
$25K 0.03%
+327
135
$25K 0.03%
+200
136
$25K 0.03%
+400
137
$25K 0.03%
+500
138
$24K 0.03%
+278
139
$24K 0.03%
+800
140
$23K 0.03%
+620
141
$22K 0.03%
+500
142
$22K 0.03%
+90
143
$22K 0.03%
+176
144
$21K 0.03%
+350
145
$20K 0.03%
+500
146
$19K 0.03%
+500
147
$18K 0.02%
+293
148
$18K 0.02%
+420
149
$18K 0.02%
+84
150
$17K 0.02%
+702
4 5
6
7 8