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
$971M
AUM Growth
-$59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$4.38M
3
+$3.56M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.83M
5
XMTR icon
Xometry
XMTR
+$2.01M

Top Sells

1
+$4.9M
2
+$2.77M
3
+$2.59M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.25M
5
APP icon
Applovin
APP
+$1.74M

Sector Composition

1 Technology 22.51%
2 Industrials 14.07%
3 Financials 8.74%
4 Healthcare 7.79%
5 Communication Services 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$647K 0.07%
684
+33
227
$642K 0.07%
4,090
-1,130
228
$641K 0.07%
13,631
+118
229
$637K 0.07%
+390
230
$631K 0.07%
17,734
+320
231
$623K 0.06%
1,287
+49
232
$623K 0.06%
6,277
+3,836
233
$618K 0.06%
9,721
+926
234
$615K 0.06%
1,076
+2
235
$609K 0.06%
13,708
+36
236
$599K 0.06%
4,173
+57
237
$589K 0.06%
1,931
+425
238
$586K 0.06%
1,599
-34
239
$585K 0.06%
1,345
+145
240
$582K 0.06%
11,690
+1,200
241
$579K 0.06%
73,259
-27,468
242
$575K 0.06%
5,478
+11
243
$573K 0.06%
6,000
-450
244
$572K 0.06%
21,880
+7,575
245
$566K 0.06%
65,337
+6,064
246
$555K 0.06%
1,093
+271
247
$547K 0.06%
8,697
+188
248
$538K 0.06%
11,903
249
$538K 0.06%
5,105
+3,128
250
$537K 0.06%
14,502
8 9
10
11 12