LA
Legacy Advisors Portfolio holdings
AUM
$810M
1-Year Est. Return
22.88%
1 Year Est. Return
+22.88%
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
Amphenol
APH
$185B
| – | – |
-68,519
|
|
||
427
AppFolio
APPF
$7.88B
| – | – |
-10
|
|
||
428
ASML
ASML
$539B
| – | – |
-678
|
|
||
429
Aurinia Pharmaceuticals
AUPH
$1.92B
| – | – |
-42,500
|
|
||
430
Broadcom
AVGO
$1.52T
| – | – |
-19,871
|
|
||
431
Avnet
AVT
$4.13B
| – | – |
-536
|
|
||
432
American Express
AXP
$249B
| – | – |
-5,324
|
|
||
433
Azenta
AZTA
$1.84B
| – | – |
-13,111
|
|