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Legacy Advisors Portfolio holdings
AUM
$848M
1-Year Est. Return
21.32%
This Fund
S&P 500
1 Year Est. Return
+21.32%
AUM
$848M
AUM Growth
-$82.8M
(-8.9%)
Holding
307
Top Buys
| 1 | +$16.9M | |
| 2 | +$5.28M | |
| 3 | +$4.28M | |
| 4 |
GQGU
GQG US Equity ETF
GQGU
|
+$3.2M |
| 5 |
GMO US Quality ETF
QLTY
|
+$1.38M |
Top Sells
| 1 | +$77.6M | |
| 2 | +$23.5M | |
| 3 | +$9.74M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.89M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
301
Lowe's Companies
LOW
$122B
| – | – |
-830
|
|
||
302
Monster Beverage
MNST
$88.2B
| – | – |
-2,630
|
|
||
303
M&T Bank
MTB
$33B
| – | – |
-1,447
|
|
||
|
NINE
304
DELISTED
Nine Energy Service
NINE
| – | – |
-29,042
|
|
||
305
Vanguard S&P 500 Growth ETF
VOOG
$25.4B
| – | – |
-2,784
|
|
||
306
Workday
WDAY
$34.6B
| – | – |
-1,322
|
|
||
307
State Street Financial Select Sector SPDR ETF
XLF
$49.2B
| – | – |
-5,447
|
|