LA

Legacy Advisors Portfolio holdings

AUM $810M
1-Year Est. Return 22.88%
This Quarter Est. Return
1 Year Est. Return
+22.88%
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
176
$5K 0.01%
+225
177
$4K 0.01%
2,450
178
$4K 0.01%
169
179
$4K 0.01%
+475
180
$4K 0.01%
290
181
$3K ﹤0.01%
137
182
$3K ﹤0.01%
+325
183
$3K ﹤0.01%
165
184
$3K ﹤0.01%
238
-300
185
$3K ﹤0.01%
70
186
$3K ﹤0.01%
72
187
$3K ﹤0.01%
+421
188
$2K ﹤0.01%
84
189
$1K ﹤0.01%
+59
190
$1K ﹤0.01%
+78
191
$1K ﹤0.01%
+66
192
$1K ﹤0.01%
26
193
$1K ﹤0.01%
7
-196
194
$1K ﹤0.01%
40
195
$1K ﹤0.01%
+130
196
$1K ﹤0.01%
48
-1,400
197
– –
-469
198
$0 ﹤0.01%
20
199
– –
-465
200
– –
0
6 7
8
9 10