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
276
$452K 0.05%
3,914
-2,239
277
$449K 0.05%
678
+33
278
$449K 0.05%
738
+71
279
$447K 0.05%
+14
280
$447K 0.05%
+3,006
281
$441K 0.05%
+955
282
$438K 0.05%
95
+11
283
$435K 0.04%
974
+104
284
$434K 0.04%
+9,278
285
$431K 0.04%
2,496
+409
286
$428K 0.04%
1,413
+200
287
$427K 0.04%
+409
288
$412K 0.04%
2,356
289
$412K 0.04%
4,263
290
$400K 0.04%
13,849
+338
291
$399K 0.04%
5,677
292
$398K 0.04%
3,562
+1,390
293
$394K 0.04%
3,905
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294
$393K 0.04%
20,579
-282
295
$390K 0.04%
4,240
-4,643
296
$386K 0.04%
1,914
+491
297
$384K 0.04%
6,615
+1,201
298
$366K 0.04%
10,070
+585
299
$364K 0.04%
4,513
+86
300
$363K 0.04%
1,159
+59
10 11
12
13 14