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
251
$536K 0.06%
22,998
-267
252
$532K 0.05%
9,996
253
$524K 0.05%
2,642
+19
254
$522K 0.05%
6,000
+255
255
$520K 0.05%
5,309
-441
256
$518K 0.05%
1,470
+537
257
$517K 0.05%
+283
258
$515K 0.05%
7,608
+1,124
259
$515K 0.05%
5,756
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260
$510K 0.05%
+3,015
261
$507K 0.05%
11,078
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262
$506K 0.05%
4,308
263
$496K 0.05%
2,280
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264
$495K 0.05%
6,019
+116
265
$491K 0.05%
4,386
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266
$488K 0.05%
27,675
+98
267
$472K 0.05%
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268
$470K 0.05%
30,987
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269
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3,539
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270
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5,980
+1,187
271
$463K 0.05%
+22
272
$461K 0.05%
951
+62
273
$460K 0.05%
1,970
+340
274
$458K 0.05%
2,361
275
$454K 0.05%
13,111
+2,649
9 10
11
12 13