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
151
$12K 0.02%
74
152
$11K 0.01%
138
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$11K 0.01%
80
+6
154
$11K 0.01%
213
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$10K 0.01%
288
-728
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$10K 0.01%
350
157
$10K 0.01%
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$10K 0.01%
100
159
$10K 0.01%
100
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$10K 0.01%
400
161
$8K 0.01%
200
-9,400
162
$8K 0.01%
200
163
$8K 0.01%
202
164
$7K 0.01%
1,500
165
$6K 0.01%
117
166
$6K 0.01%
97
167
$6K 0.01%
+150
168
$5K 0.01%
+256
169
$5K 0.01%
100
170
$5K 0.01%
100
171
$5K 0.01%
75
-355
172
$5K 0.01%
100
173
$5K 0.01%
+609
174
$5K 0.01%
278
175
$5K 0.01%
202
-500
5 6
7
8 9