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
$103M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.56M
3
+$1.06M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.03M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$680K

Top Sells

1
+$1.89M
2
+$207K
3
+$143K
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
201
$18K 0.02%
+680
202
$18K 0.02%
313
-108
203
$17K 0.02%
+900
204
$17K 0.02%
+151
205
$16K 0.02%
437
-134
206
$16K 0.02%
+107
207
$16K 0.02%
304
208
$16K 0.02%
+85
209
$16K 0.02%
400
-91
210
$15K 0.01%
100
211
$15K 0.01%
+380
212
$15K 0.01%
152
-50
213
$14K 0.01%
935
214
$14K 0.01%
+1,625
215
$14K 0.01%
332
+214
216
$14K 0.01%
130
217
$14K 0.01%
+700
218
$14K 0.01%
+505
219
$14K 0.01%
+280
220
$14K 0.01%
308
221
$14K 0.01%
64
222
$14K 0.01%
100
-1,481
223
$14K 0.01%
230
-131
224
$14K 0.01%
124
225
$14K 0.01%
+400
7 8
9
10 11