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
AVT icon
376
Avnet
AVT
$4.19B
$237K 0.02%
+536
ANET icon
377
Arista Networks
ANET
$193B
$236K 0.02%
4,255
+207
ING icon
378
ING
ING
$69.9B
$236K 0.02%
+1,409
ABNB icon
379
Airbnb
ABNB
$78.4B
$236K 0.02%
1,975
+351
CBRE icon
380
CBRE Group
CBRE
$48.5B
$234K 0.02%
1,789
+108
MQ icon
381
Marqeta
MQ
$2.12B
$234K 0.02%
+48
VLO icon
382
Valero Energy
VLO
$52.2B
$231K 0.02%
1,752
+73
BKR icon
383
Baker Hughes
BKR
$46.6B
$230K 0.02%
5,233
+213
ETR icon
384
Entergy
ETR
$43.1B
$229K 0.02%
+2,677
CHTR icon
385
Charter Communications
CHTR
$33.4B
$228K 0.02%
+619
CBLL
386
CeriBell Inc
CBLL
$473M
$228K 0.02%
+442
VT icon
387
Vanguard Total World Stock ETF
VT
$55.1B
$227K 0.02%
+1,960
FDX icon
388
FedEx
FDX
$56.9B
$226K 0.02%
921
-117
IWV icon
389
iShares Russell 3000 ETF
IWV
$17.4B
$223K 0.02%
701
K icon
390
Kellanova
K
$28.9B
$222K 0.02%
2,687
+179
TT icon
391
Trane Technologies
TT
$94.8B
$220K 0.02%
653
+38
TM icon
392
Toyota
TM
$268B
$218K 0.02%
1,234
+107
EG icon
393
Everest Group
EG
$14.6B
$218K 0.02%
599
+31
FAST icon
394
Fastenal
FAST
$49.2B
$217K 0.02%
+5,598
MNST icon
395
Monster Beverage
MNST
$68B
$217K 0.02%
+3,705
YUM icon
396
Yum! Brands
YUM
$39.8B
$216K 0.02%
+1,371
BAH icon
397
Booz Allen Hamilton
BAH
$11.1B
$214K 0.02%
2,044
+298
GBDC icon
398
Golub Capital BDC
GBDC
$3.78B
$213K 0.02%
14,100
KEY icon
399
KeyCorp
KEY
$19.8B
$213K 0.02%
13,337
+18
RCL icon
400
Royal Caribbean
RCL
$86B
$212K 0.02%
1,027
+53