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
401
$212K 0.02%
1,680
402
$211K 0.02%
+870
403
$211K 0.02%
+1,025
404
$207K 0.02%
+5,035
405
$205K 0.02%
+401
406
$205K 0.02%
+79
407
$205K 0.02%
+412
408
$205K 0.02%
+88
409
$204K 0.02%
2,700
410
$203K 0.02%
+3,526
411
$197K 0.02%
18,335
+142
412
$165K 0.02%
17,662
+117
413
$162K 0.02%
+13,062
414
$134K 0.01%
+11,841
415
$125K 0.01%
21,090
+13,115
416
$106K 0.01%
238,363
417
$96.2K 0.01%
+16,393
418
$81K 0.01%
41,542
419
$50.8K 0.01%
+16,025
420
$45.1K ﹤0.01%
10,000
421
$37.2K ﹤0.01%
+13,140
422
$33.3K ﹤0.01%
10,670
423
$12.6K ﹤0.01%
21,819
+8,535
424
$6.42K ﹤0.01%
53,508
+3,508
425
$3.6K ﹤0.01%
+20,218
15 16
17
18 19