LA
Legacy Advisors Portfolio holdings
AUM
$6.33M
1-Year Est. Return
22.3%
1 Year Est. Return
+22.3%
AUM
$6.33M
AUM Growth
-$965M
(-99%)
Holding
433
Top Sells
| 1 | +$42.5M | |
| 2 | +$36.1M | |
| 3 | +$15.3M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$13.8M |
| 5 |
NVIDIA
NVDA
|
+$13.5M |
Sector Composition
| 1 | Technology | 28.28% |
| 2 | Industrials | 10.17% |
| 3 | Financials | 4.44% |
| 4 | Consumer Discretionary | 0.9% |
| 5 | Communication Services | 0.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
426
Edwards Lifesciences
EW
$44.7B
| – | – |
-9,785
|
|
||
427
Exelon
EXC
$48.5B
| – | – |
-14,093
|
|
||
428
iShare MSCI Eurozone ETF
EZU
$8.04B
| – | – |
-9,996
|
|
||
429
Diamondback Energy
FANG
$42.2B
| – | – |
-1,692
|
|
||
430
Fastenal
FAST
$49.2B
| – | – |
-5,598
|
|
||
431
Factset
FDS
$10.7B
| – | – |
-2,463
|
|
||
432
FedEx
FDX
$56.9B
| – | – |
-921
|
|
||
433
Ferguson
FERG
$50B
| – | – |
-1,600
|
|