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
176
$10K 0.01%
+100
177
$10K 0.01%
+100
178
$10K 0.01%
+400
179
$9K 0.01%
+350
180
$8K 0.01%
+100
181
$7K 0.01%
+538
182
$7K 0.01%
+200
183
$7K 0.01%
+202
184
$6K 0.01%
+117
185
$6K 0.01%
+100
186
$6K 0.01%
+97
187
$5K 0.01%
+100
188
$5K 0.01%
+1,500
189
$5K 0.01%
+100
190
$5K 0.01%
+278
191
$5K 0.01%
+500
192
$4K 0.01%
+169
193
$3K ﹤0.01%
+450
194
$3K ﹤0.01%
+290
195
$3K ﹤0.01%
+70
196
$3K ﹤0.01%
+72
197
$3K ﹤0.01%
+137
198
$3K ﹤0.01%
+100
199
$3K ﹤0.01%
+165
200
$2K ﹤0.01%
+84
5 6 7
8
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