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LA

Legacy Advisors Portfolio holdings

AUM $848M
1-Year Est. Return 21.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$848M
AUM Growth
-$82.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$5.28M
3
+$4.28M
4
GQGU
GQG US Equity ETF
GQGU
+$3.2M
5
QLTY icon
GMO US Quality ETF
QLTY
+$1.38M

Top Sells

1
+$77.6M
2
+$23.5M
3
+$9.74M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.89M
5
AAPL icon
Apple
AAPL
+$1.2M

Sector Composition

1 Technology 12.47%
2 Industrials 6.61%
3 Communication Services 6.09%
4 Financials 5.08%
5 Consumer Discretionary 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JNJ icon
26
Johnson & Johnson
JNJ
$571B
$8.64M 1.02%
35,333
+1,656
VYMI icon
27
Vanguard International High Dividend Yield ETF
VYMI
$19.3B
$8.18M 0.96%
86,778
+55,427
GOOG icon
28
Alphabet (Google) Class C
GOOG
$4.42T
$7.71M 0.91%
29,336
-162
UBER icon
29
Uber
UBER
$143B
$7.19M 0.85%
100,023
-50
IWF icon
30
iShares Russell 1000 Growth ETF
IWF
$126B
$6.83M 0.8%
64,044
-668
BSY icon
31
Bentley Systems
BSY
$10.1B
$6.82M 0.8%
194,325
+339
SCHD icon
32
Schwab US Dividend Equity ETF
SCHD
$95.3B
$6.37M 0.75%
207,532
+2,248
FULT icon
33
Fulton Financial
FULT
$4.3B
$5.72M 0.67%
281,104
TSLA icon
34
Tesla
TSLA
$1.49T
$5.3M 0.62%
14,250
+490
VYM icon
35
Vanguard High Dividend Yield ETF
VYM
$78.6B
$5.16M 0.61%
34,875
+429
JPM icon
36
JPMorgan Chase
JPM
$838B
$4.94M 0.58%
16,777
-729
RBLX icon
37
Roblox
RBLX
$30.8B
$4.93M 0.58%
87,118
+885
EPD icon
38
Enterprise Products Partners
EPD
$80.8B
$4.47M 0.53%
118,229
+844
MCD icon
39
McDonald's
MCD
$201B
$4.13M 0.49%
13,289
-106
VO icon
40
Vanguard Mid-Cap ETF
VO
$103B
$3.65M 0.43%
50,836
-2,264
GLD icon
41
SPDR Gold Trust
GLD
$140B
$3.35M 0.4%
7,786
-2
ABBV icon
42
AbbVie
ABBV
$398B
$3.31M 0.39%
15,227
-425
MELI icon
43
Mercado Libre
MELI
$83.2B
$3.26M 0.38%
1,883
+14
TSM icon
44
TSMC
TSM
$2.22T
$3.23M 0.38%
9,544
+482
SDY icon
45
State Street SPDR S&P Dividend ETF
SDY
$21.2B
$3.15M 0.37%
21,570
-115
XOM icon
46
Exxon Mobil
XOM
$617B
$3.12M 0.37%
18,389
-176
VB icon
47
Vanguard Small-Cap ETF
VB
$78.2B
$2.56M 0.3%
9,784
-907
XLP icon
48
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.4B
$2.56M 0.3%
31,241
+2,713
AVGO icon
49
Broadcom
AVGO
$1.86T
$2.48M 0.29%
8,025
+528
WMB icon
50
Williams Companies
WMB
$87.6B
$2.3M 0.27%
31,652
-5,130
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