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
301
$360K 0.04%
4,401
+1,444
302
$348K 0.04%
+103
303
$345K 0.04%
2,348
+197
304
$342K 0.04%
42,500
305
$340K 0.04%
2,469
+74
306
$339K 0.03%
1,896
+2
307
$339K 0.03%
+4,628
308
$337K 0.03%
1,609
+481
309
$335K 0.03%
1,965
+51
310
$333K 0.03%
8,171
311
$331K 0.03%
5,372
+904
312
$330K 0.03%
2,063
+166
313
$322K 0.03%
5,744
+1,694
314
$319K 0.03%
1,169
+116
315
$317K 0.03%
1,832
316
$316K 0.03%
3,371
+659
317
$312K 0.03%
6,207
-336
318
$308K 0.03%
+2,116
319
$307K 0.03%
+1,538
320
$305K 0.03%
1,770
+118
321
$304K 0.03%
1,178
+289
322
$302K 0.03%
+1
323
$302K 0.03%
+8,327
324
$302K 0.03%
2,628
+37
325
$301K 0.03%
3,967
-329
11 12
13
14 15