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
26
$6.47M 0.67%
43,908
-2,104
27
$6.03M 0.62%
19,304
+394
28
$5.97M 0.61%
11,397
-1,034
29
$5.75M 0.59%
10,494
-298
30
$5.36M 0.55%
20,692
+758
31
$5.35M 0.55%
40,313
+7,748
32
$5.09M 0.52%
281,104
33
$5.07M 0.52%
86,982
-155
34
$5.02M 0.52%
16,090
-303
35
$4.77M 0.49%
40,106
+7,304
36
$4.69M 0.48%
12,989
+600
37
$4.61M 0.47%
21,983
+1,171
38
$4.6M 0.47%
13,137
-867
39
$4.6M 0.47%
74,016
+19,301
40
$4.51M 0.46%
68,519
-3,166
41
$4.45M 0.46%
26,607
+4,626
42
$4.42M 0.45%
5,350
-1,043
43
$4.38M 0.45%
+130
44
$4.38M 0.45%
+20
45
$4.31M 0.44%
11,580
+369
46
$4.18M 0.43%
11,393
-986
47
$4.16M 0.43%
6,776
+107
48
$4.1M 0.42%
24,043
+1,344
49
$3.95M 0.41%
23,966
+351
50
$3.84M 0.4%
29,808
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