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
1
$15.1M 16.83%
46,305
-5,781
2
$6.46M 7.2%
194,739
+5,222
3
$6.16M 6.86%
188,808
4
$6.04M 6.73%
24,049
+205
5
$4.58M 5.1%
242,887
6
$3.34M 3.72%
13,210
+7,242
7
$3.17M 3.53%
39,659
+5,354
8
$3.1M 3.45%
35,175
+4,896
9
$3.06M 3.41%
13,262
+5,167
10
$2.31M 2.57%
42,210
+20,386
11
$2.03M 2.26%
54,973
12
$1.67M 1.86%
18,818
+3,588
13
$1.66M 1.85%
71,570
+14,091
14
$1.51M 1.68%
64,624
15
$1.47M 1.64%
10,552
-2,004
16
$1.41M 1.57%
+7,670
17
$1.34M 1.49%
22,370
18
$1.2M 1.34%
8,611
+2,629
19
$1.16M 1.29%
25,000
20
$1.11M 1.24%
35,500
21
$1.03M 1.15%
26,812
+6,656
22
$902K 1%
11,006
+1,365
23
$829K 0.92%
7,823
24
$749K 0.83%
5,058
+1,778
25
$643K 0.72%
2,530
+93
1
2 3 4 5