We are live on ! Find out more
LA

Legacy Advisors Portfolio holdings

AUM $848M
1-Year Est. Return 21.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.32%
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
+$1.68M
2
+$1.52M
3
+$1.03M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.01M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$683K

Top Sells

1
+$1.84M
2
+$204K
3
+$138K
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
176
$23K 0.02%
314
+194
177
$23K 0.02%
213
+80
178
$23K 0.02%
227
-72
179
$23K 0.02%
294
+201
180
$22K 0.02%
500
181
$22K 0.02%
+885
182
$22K 0.02%
+435
183
$21K 0.02%
227
+80
184
$21K 0.02%
293
-56
185
$21K 0.02%
+346
186
$21K 0.02%
+277
187
$21K 0.02%
+166
188
$21K 0.02%
+450
189
$21K 0.02%
341
190
$20K 0.02%
282
191
$20K 0.02%
420
192
$20K 0.02%
148
193
$20K 0.02%
576
194
$19K 0.02%
275
195
$19K 0.02%
+175
196
$19K 0.02%
+83
197
$18K 0.02%
+175
198
$18K 0.02%
+284
199
$18K 0.02%
250
-167
200
$18K 0.02%
+255
6 7
8
9 10