LA
Legacy Advisors Portfolio holdings
AUM
$6.33M
1-Year Return
22.3%
This Quarter Return
+0.65%
1 Year Return
+22.3%
3 Year Return
+95.6%
5 Year Return
+147.33%
10 Year Return
–
AUM
$134M
AUM Growth
-$14.2M
(-9.6%)
Cap. Flow
-$14.1M
Cap. Flow
% of AUM
-10.57%
Top 10 Holdings %
Top 10 Hldgs %
45.7%
Holding
373
New
–
Increased
44
Reduced
23
Closed
257
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$1.16M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$373K |
| 3 |
Vanguard Russell 2000 ETF
VTWO
|
$273K |
| 4 |
Annaly Capital Management
NLY
|
$251K |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
$237K |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$1.17M |
| 2 |
Xcel Brands
XELB
|
$972K |
| 3 |
GE Aerospace
GE
|
$575K |
| 4 |
Amazon
AMZN
|
$436K |
| 5 |
AXIS Capital
AXS
|
$334K |
Sector Composition
| 1 | Financials | 11.2% |
| 2 | Consumer Discretionary | 6.84% |
| 3 | Communication Services | 6.5% |
| 4 | Utilities | 6.5% |
| 5 | Technology | 5.86% |
