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
$103M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.56M
3
+$1.06M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.03M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$680K

Top Sells

1
+$1.89M
2
+$207K
3
+$143K
4
HLX icon
Helix Energy Solutions
HLX
+$73K
5
SNAK
Inventure Foods, Inc.
SNAK
+$70K

Sector Composition

1 Financials 16.73%
2 Utilities 8.19%
3 Consumer Discretionary 5.64%
4 Industrials 3.45%
5 Energy 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$32K 0.03%
500
152
$32K 0.03%
325
153
$32K 0.03%
400
154
$31K 0.03%
+343
155
$31K 0.03%
211
156
$30K 0.03%
160
-31
157
$30K 0.03%
1,000
158
$29K 0.03%
350
+151
159
$28K 0.03%
90
160
$27K 0.03%
+530
161
$26K 0.03%
+240
162
$26K 0.03%
1,260
+90
163
$25K 0.02%
1,503
+1,455
164
$25K 0.02%
+1,211
165
$25K 0.02%
+535
166
$25K 0.02%
200
167
$24K 0.02%
420
168
$24K 0.02%
800
169
$24K 0.02%
166
-26
170
$24K 0.02%
124
171
$24K 0.02%
230
-34
172
$24K 0.02%
+2,000
173
$24K 0.02%
+363
174
$24K 0.02%
500
175
$23K 0.02%
213
+80
5 6
7
8 9