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
126
$37K 0.04%
209
+180
127
$37K 0.04%
1,162
128
$37K 0.04%
500
129
$36K 0.04%
8,000
130
$34K 0.04%
2,870
-12,000
131
$33K 0.04%
748
132
$31K 0.03%
500
133
$31K 0.03%
+191
134
$31K 0.03%
+384
135
$30K 0.03%
325
136
$30K 0.03%
420
137
$30K 0.03%
1,000
138
$29K 0.03%
+211
139
$29K 0.03%
400
140
$29K 0.03%
+202
141
$28K 0.03%
2,500
142
$27K 0.03%
299
+72
143
$27K 0.03%
90
144
$26K 0.03%
+177
145
$26K 0.03%
192
+81
146
$26K 0.03%
417
+167
147
$26K 0.03%
1,170
+645
148
$25K 0.03%
361
+131
149
$24K 0.03%
349
+56
150
$24K 0.03%
800
4 5
6
7 8