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
351
$271K 0.03%
1,692
+123
352
$270K 0.03%
+562
353
$264K 0.03%
+447
354
$263K 0.03%
1,154
+281
355
$262K 0.03%
1,027
+100
356
$262K 0.03%
+2,512
357
$262K 0.03%
2,639
-23
358
$259K 0.03%
1,020
+99
359
$258K 0.03%
1,924
360
$257K 0.03%
2,304
-77
361
$257K 0.03%
2,023
+78
362
$256K 0.03%
1,600
+21
363
$256K 0.03%
8,593
-4,455
364
$256K 0.03%
4,775
-1,130
365
$253K 0.03%
634
+47
366
$250K 0.03%
7,824
-145
367
$249K 0.03%
4,018
-2,955
368
$248K 0.03%
7,093
+944
369
$247K 0.03%
2,053
+322
370
$246K 0.03%
987
+121
371
$245K 0.03%
177
-31
372
$240K 0.02%
5,716
-635
373
$240K 0.02%
2,005
374
$239K 0.02%
10,438
375
$238K 0.02%
+354
13 14
15
16 17