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
151
$24K 0.03%
+124
152
$23K 0.03%
+264
153
$23K 0.03%
200
154
$23K 0.03%
421
+8
155
$22K 0.02%
8,000
156
$21K 0.02%
+229
157
$21K 0.02%
+4,920
158
$21K 0.02%
+124
159
$21K 0.02%
+341
160
$20K 0.02%
+11
161
$20K 0.02%
282
+12
162
$20K 0.02%
+110
163
$19K 0.02%
500
164
$19K 0.02%
576
165
$19K 0.02%
491
+91
166
$19K 0.02%
+790
167
$19K 0.02%
571
+120
168
$19K 0.02%
420
169
$18K 0.02%
381
+181
170
$18K 0.02%
500
171
$17K 0.02%
199
+49
172
$17K 0.02%
+534
173
$17K 0.02%
214
+76
174
$17K 0.02%
+462
175
$16K 0.02%
+305
5 6
7
8 9