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
376
$237K 0.02%
+536
377
$236K 0.02%
4,255
+207
378
$236K 0.02%
+1,409
379
$236K 0.02%
1,975
+351
380
$234K 0.02%
1,789
+108
381
$234K 0.02%
+48
382
$231K 0.02%
1,752
+73
383
$230K 0.02%
5,233
+213
384
$229K 0.02%
+2,677
385
$228K 0.02%
+619
386
$228K 0.02%
+442
387
$227K 0.02%
+1,960
388
$226K 0.02%
921
-117
389
$223K 0.02%
701
390
$222K 0.02%
2,687
+179
391
$220K 0.02%
653
+38
392
$218K 0.02%
1,234
+107
393
$218K 0.02%
599
+31
394
$217K 0.02%
+5,598
395
$217K 0.02%
+3,705
396
$216K 0.02%
+1,371
397
$214K 0.02%
2,044
+298
398
$213K 0.02%
14,100
399
$213K 0.02%
13,337
+18
400
$212K 0.02%
1,027
+53
14 15
16
17 18