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
$810M
AUM Growth
+$803M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$57.7M
3
+$32.1M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$23.8M
5
AAPL icon
Apple
AAPL
+$23.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.87%
2 Industrials 11.95%
3 Communication Services 7.18%
4 Financials 5.29%
5 Consumer Discretionary 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JNJ icon
26
Johnson & Johnson
JNJ
$506B
$6M 0.74%
+32,336
VTI icon
27
Vanguard Total Stock Market ETF
VTI
$570B
$5.59M 0.69%
+16,975
SCHD icon
28
Schwab US Dividend Equity ETF
SCHD
$71.5B
$5.58M 0.69%
+204,531
GOOG icon
29
Alphabet (Google) Class C
GOOG
$3.82T
$5.48M 0.68%
+24,952
FULT icon
30
Fulton Financial
FULT
$3.61B
$5.24M 0.65%
281,104
+276,033
TSLA icon
31
Tesla
TSLA
$1.47T
$5.23M 0.65%
+11,761
JPM icon
32
JPMorgan Chase
JPM
$854B
$5.03M 0.62%
+15,931
VYM icon
33
Vanguard High Dividend Yield ETF
VYM
$69.7B
$4.86M 0.6%
+34,446
GLD icon
34
SPDR Gold Trust
GLD
$144B
$4.74M 0.59%
+13,333
MELI icon
35
Mercado Libre
MELI
$102B
$4.35M 0.54%
+1,859
VO icon
36
Vanguard Mid-Cap ETF
VO
$91.2B
$3.99M 0.49%
+13,524
MCD icon
37
McDonald's
MCD
$222B
$3.94M 0.49%
+12,959
EPD icon
38
Enterprise Products Partners
EPD
$69.8B
$3.64M 0.45%
+116,454
ABBV icon
39
AbbVie
ABBV
$396B
$3.4M 0.42%
+14,701
GQGU
40
GQG US Equity ETF
GQGU
$338M
$3.38M 0.42%
+133,806
VXUS icon
41
Vanguard Total International Stock ETF
VXUS
$116B
$3.34M 0.41%
+45,436
SDY icon
42
State Street SPDR S&P Dividend ETF
SDY
$20.2B
$3.12M 0.39%
+22,300
HIMS icon
43
Hims & Hers Health
HIMS
$8.4B
$2.93M 0.36%
+51,600
VYMI icon
44
Vanguard International High Dividend Yield ETF
VYMI
$14.2B
$2.65M 0.33%
+31,351
VB icon
45
Vanguard Small-Cap ETF
VB
$70.6B
$2.46M 0.3%
+9,644
WMB icon
46
Williams Companies
WMB
$73.9B
$2.42M 0.3%
+38,274
ABT icon
47
Abbott
ABT
$214B
$2.42M 0.3%
+18,066
GSLC icon
48
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.9B
$2.31M 0.29%
+17,673
XLP icon
49
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.1B
$2.24M 0.28%
+28,522
TSM icon
50
TSMC
TSM
$1.56T
$2.18M 0.27%
+7,788
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