LA

Legacy Advisors Portfolio holdings

AUM $6.33M
1-Year Est. Return 22.3%
This Quarter Est. Return
1 Year Est. Return
+22.3%
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
IGM icon
326
iShares Expanded Tech Sector ETF
IGM
$9.82B
$299K 0.03%
3,300
DD icon
327
DuPont de Nemours
DD
$33.9B
$298K 0.03%
3,993
-19
MSI icon
328
Motorola Solutions
MSI
$73.1B
$298K 0.03%
678
+115
PAYX icon
329
Paychex
PAYX
$44.8B
$295K 0.03%
1,915
+239
COF icon
330
Capital One
COF
$143B
$295K 0.03%
1,644
+471
PYPL icon
331
PayPal
PYPL
$66.7B
$293K 0.03%
4,486
+52
AFL icon
332
Aflac
AFL
$57.3B
$292K 0.03%
2,625
+159
IYM icon
333
iShares US Basic Materials ETF
IYM
$563M
$291K 0.03%
2,156
+8
VFC icon
334
VF Corp
VFC
$6.37B
$290K 0.03%
18,677
-10
INTC icon
335
Intel
INTC
$182B
$288K 0.03%
12,692
+2,500
AME icon
336
Ametek
AME
$43.2B
$287K 0.03%
1,669
+76
BILI icon
337
Bilibili
BILI
$12.2B
$287K 0.03%
+173
WELL icon
338
Welltower
WELL
$119B
$283K 0.03%
1,844
+134
QFIN icon
339
Qfin Holdings
QFIN
$3.57B
$282K 0.03%
+143
CARR icon
340
Carrier Global
CARR
$49.2B
$282K 0.03%
4,441
+165
GRFS icon
341
Grifois
GRFS
$6.44B
$281K 0.03%
+134
MGK icon
342
Vanguard Mega Cap Growth ETF
MGK
$31.6B
$280K 0.03%
905
CFG icon
343
Citizens Financial Group
CFG
$22.5B
$279K 0.03%
6,818
+60
BMO icon
344
Bank of Montreal
BMO
$90.7B
$279K 0.03%
+152
ADSK icon
345
Autodesk
ADSK
$66.6B
$277K 0.03%
1,059
+77
O icon
346
Realty Income
O
$54.8B
$277K 0.03%
4,773
+264
MAR icon
347
Marriott International
MAR
$73.7B
$276K 0.03%
1,159
-23
VEA icon
348
Vanguard FTSE Developed Markets ETF
VEA
$180B
$276K 0.03%
+5,423
REGN icon
349
Regeneron Pharmaceuticals
REGN
$61.3B
$276K 0.03%
435
+73
MET icon
350
MetLife
MET
$52.3B
$274K 0.03%
3,412
+218
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