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
176
$5K 0.01%
+225
177
$4K 0.01%
+475
178
$4K 0.01%
29
179
$4K 0.01%
2,450
180
$4K 0.01%
169
181
$3K ﹤0.01%
238
-300
182
$3K ﹤0.01%
70
183
$3K ﹤0.01%
72
184
$3K ﹤0.01%
+421
185
$3K ﹤0.01%
137
186
$3K ﹤0.01%
+325
187
$3K ﹤0.01%
165
188
$2K ﹤0.01%
84
189
$1K ﹤0.01%
7
-196
190
$1K ﹤0.01%
40
191
$1K ﹤0.01%
+130
192
$1K ﹤0.01%
48
-1,400
193
$1K ﹤0.01%
+59
194
$1K ﹤0.01%
+78
195
$1K ﹤0.01%
+66
196
$1K ﹤0.01%
26
197
$0 ﹤0.01%
16
198
– –
-620
199
– –
-92
200
– –
-257
6 7
8
9 10