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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
$848M
AUM Growth
-$82.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$5.28M
3
+$4.28M
4
GQGU
GQG US Equity ETF
GQGU
+$3.2M
5
QLTY icon
GMO US Quality ETF
QLTY
+$1.38M

Top Sells

1
+$77.6M
2
+$23.5M
3
+$9.74M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.89M
5
AAPL icon
Apple
AAPL
+$1.2M

Sector Composition

1 Technology 12.47%
2 Industrials 6.61%
3 Communication Services 6.09%
4 Financials 5.08%
5 Consumer Discretionary 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KKR icon
226
KKR & Co
KKR
$86.1B
$262K 0.03%
2,832
+410
IWV icon
227
iShares Russell 3000 ETF
IWV
$19.1B
$261K 0.03%
704
+1
AEM icon
228
Agnico Eagle Mines
AEM
$80B
$260K 0.03%
+1,282
TRGP icon
229
Targa Resources
TRGP
$56.7B
$257K 0.03%
1,026
-63
MCO icon
230
Moody's
MCO
$78.6B
$254K 0.03%
583
-208
G icon
231
Genpact
G
$5.53B
$252K 0.03%
6,760
+260
CFG icon
232
Citizens Financial Group
CFG
$27.8B
$250K 0.03%
4,172
+372
AKRE
233
Akre Focus ETF
AKRE
$5.78B
$250K 0.03%
4,722
VFH icon
234
Vanguard Financials ETF
VFH
$12.5B
$249K 0.03%
2,064
+26
FFIC
235
DELISTED
Flushing Financial
FFIC
$246K 0.03%
16,045
+45
IWS icon
236
iShares Russell Mid-Cap Value ETF
IWS
$15.3B
$245K 0.03%
1,680
PHR icon
237
Phreesia
PHR
$574M
$245K 0.03%
29,205
+195
MAR icon
238
Marriott International
MAR
$104B
$244K 0.03%
+747
BKU icon
239
Bankunited
BKU
$3.46B
$244K 0.03%
5,400
VRSK icon
240
Verisk Analytics
VRSK
$23.9B
$244K 0.03%
1,285
-10
ICLR icon
241
Icon
ICLR
$11.6B
$243K 0.03%
2,200
CMI icon
242
Cummins
CMI
$92.3B
$243K 0.03%
452
-14
DVY icon
243
iShares Select Dividend ETF
DVY
$22.6B
$242K 0.03%
1,599
-325
AIG icon
244
American International
AIG
$39.2B
$240K 0.03%
3,183
-17
VLUE icon
245
iShares MSCI USA Value Factor ETF
VLUE
$14.1B
$239K 0.03%
1,680
CRWD icon
246
CrowdStrike
CRWD
$164B
$239K 0.03%
612
-171
SO icon
247
Southern Company
SO
$105B
$238K 0.03%
2,470
-215
GEM icon
248
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.61B
$237K 0.03%
5,479
-456
VNQ icon
249
Vanguard Real Estate ETF
VNQ
$37.8B
$235K 0.03%
2,646
-83
VEU icon
250
Vanguard FTSE All-World ex-US ETF
VEU
$65.2B
$234K 0.03%
3,116
8 9
10
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