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
126
$23K 0.03%
350
127
$21K 0.03%
+750
128
$20K 0.03%
500
129
$19K 0.03%
293
130
$19K 0.03%
576
131
$19K 0.03%
500
132
$19K 0.03%
3,000
-5,000
133
$18K 0.02%
227
134
$17K 0.02%
500
135
$16K 0.02%
+1,500
136
$16K 0.02%
250
-403
137
$16K 0.02%
230
138
$14K 0.02%
133
139
$14K 0.02%
1,000
140
$14K 0.02%
100
141
$14K 0.02%
304
142
$14K 0.02%
124
143
$13K 0.02%
459
-8
144
$13K 0.02%
130
145
$13K 0.02%
111
146
$13K 0.02%
667
147
$12K 0.02%
308
148
$12K 0.02%
150
149
$12K 0.02%
862
150
$12K 0.02%
100
4 5
6
7 8