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
326
$299K 0.03%
3,300
327
$298K 0.03%
9,543
-46
328
$298K 0.03%
678
+115
329
$295K 0.03%
1,915
+239
330
$295K 0.03%
1,644
+471
331
$293K 0.03%
4,486
+52
332
$292K 0.03%
2,625
+159
333
$291K 0.03%
2,156
+8
334
$290K 0.03%
18,677
-10
335
$288K 0.03%
12,692
+2,500
336
$287K 0.03%
1,669
+76
337
$287K 0.03%
+173
338
$283K 0.03%
1,844
+134
339
$282K 0.03%
+143
340
$282K 0.03%
4,441
+165
341
$281K 0.03%
+134
342
$280K 0.03%
905
343
$279K 0.03%
6,818
+60
344
$279K 0.03%
+152
345
$277K 0.03%
1,059
+77
346
$277K 0.03%
4,773
+264
347
$276K 0.03%
1,159
-23
348
$276K 0.03%
+5,423
349
$276K 0.03%
435
+73
350
$274K 0.03%
3,412
+218
12 13
14
15 16