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
151
$17K 0.02%
+660
152
$17K 0.02%
+576
153
$16K 0.02%
+227
154
$16K 0.02%
+1,000
155
$15K 0.02%
+230
156
$14K 0.02%
+133
157
$14K 0.02%
+667
158
$14K 0.02%
+467
159
$13K 0.02%
+304
160
$12K 0.02%
+130
161
$12K 0.02%
+111
162
$12K 0.02%
+862
163
$12K 0.02%
+124
164
$12K 0.02%
+2,450
165
$12K 0.02%
+74
166
$11K 0.02%
+147
167
$11K 0.02%
+74
168
$11K 0.02%
+308
169
$11K 0.02%
+150
170
$11K 0.02%
+100
171
$11K 0.02%
+213
172
$11K 0.02%
+2,000
173
$10K 0.01%
+92
174
$10K 0.01%
+100
175
$10K 0.01%
+138
5 6
7
8 9