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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
$89.7M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.36M
3
+$1.17M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.09M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$531K

Top Sells

1
+$1.84M
2
+$916K
3
+$271K
4
SPH icon
Suburban Propane Partners
SPH
+$190K
5
ETP
Energy Transfer Partners, L.P.
ETP
+$160K

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%
+68
202
$12K 0.01%
+150
203
$11K 0.01%
288
204
$11K 0.01%
350
205
$11K 0.01%
147
206
$11K 0.01%
+53
207
$11K 0.01%
+256
208
$11K 0.01%
+75
209
$11K 0.01%
+123
210
$11K 0.01%
+113
211
$11K 0.01%
500
-500
212
$11K 0.01%
+55
213
$11K 0.01%
+197
214
$11K 0.01%
74
215
$10K 0.01%
+500
216
$10K 0.01%
150
217
$10K 0.01%
+67
218
$10K 0.01%
+78
219
$10K 0.01%
+317
220
$10K 0.01%
+118
221
$10K 0.01%
+290
222
$10K 0.01%
100
223
$10K 0.01%
+41
224
$10K 0.01%
+388
225
$10K 0.01%
+218
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