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
176
$16K 0.02%
+148
177
$16K 0.02%
304
178
$15K 0.02%
935
-6,930
179
$15K 0.02%
130
180
$15K 0.02%
+53
181
$15K 0.02%
+282
182
$15K 0.02%
+142
183
$14K 0.02%
133
184
$14K 0.02%
+308
185
$14K 0.02%
+266
186
$14K 0.02%
+40
187
$14K 0.02%
1,000
188
$14K 0.02%
514
+312
189
$14K 0.02%
124
190
$14K 0.02%
667
191
$13K 0.01%
+147
192
$13K 0.01%
+99
193
$13K 0.01%
+42
194
$13K 0.01%
308
195
$13K 0.01%
862
196
$13K 0.01%
+205
197
$12K 0.01%
+205
198
$12K 0.01%
+150
199
$12K 0.01%
100
200
$12K 0.01%
+52
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8
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