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
$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
201
$12K 0.01%
+205
202
$12K 0.01%
100
203
$11K 0.01%
288
204
$11K 0.01%
500
-500
205
$11K 0.01%
+55
206
$11K 0.01%
+197
207
$11K 0.01%
74
208
$11K 0.01%
147
209
$11K 0.01%
350
210
$11K 0.01%
+53
211
$11K 0.01%
+256
212
$11K 0.01%
+75
213
$11K 0.01%
+123
214
$11K 0.01%
+113
215
$10K 0.01%
+317
216
$10K 0.01%
+41
217
$10K 0.01%
+388
218
$10K 0.01%
+218
219
$10K 0.01%
+500
220
$10K 0.01%
+78
221
$10K 0.01%
+118
222
$10K 0.01%
+290
223
$10K 0.01%
100
224
$10K 0.01%
150
225
$10K 0.01%
+67
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