LA
Legacy Advisors Portfolio holdings
AUM
$6.33M
1-Year Est. Return
22.3%
1 Year Est. Return
+22.3%
AUM
$971M
AUM Growth
-$59M
(-5.7%)
Holding
474
Top Buys
| 1 | +$4.38M | |
| 2 | +$4.38M | |
| 3 | +$3.56M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$2.83M |
| 5 |
Xometry
XMTR
|
+$2.01M |
Top Sells
| 1 | +$4.9M | |
| 2 | +$2.77M | |
| 3 | +$2.59M | |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$2.25M |
| 5 |
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
Alphabet (Google) Class C
GOOG
$3.15T
| $6.47M | 0.67% |
43,908
-2,104
|
|
||
27
McDonald's
MCD
$218B
| $6.03M | 0.62% |
19,304
+394
|
|
||
28
UnitedHealth
UNH
$328B
| $5.97M | 0.61% |
11,397
-1,034
|
|
||
29
Mastercard
MA
$519B
| $5.75M | 0.59% |
10,494
-298
|
|
||
30
Tesla
TSLA
$1.44T
| $5.36M | 0.55% |
20,692
+758
|
|
||
31
Abbott
ABT
$221B
| $5.35M | 0.55% |
40,313
+7,748
|
|
||
32
Fulton Financial
FULT
$3.26B
| $5.09M | 0.52% |
281,104
|
|
||
33
Roblox
RBLX
$88.5B
| $5.07M | 0.52% |
86,982
-155
|
|
||
34
Accenture
ACN
$154B
| $5.02M | 0.52% |
16,090
-303
|
|
||
35
Exxon Mobil
XOM
$492B
| $4.77M | 0.49% |
40,106
+7,304
|
|
||
36
iShares Russell 1000 Growth ETF
IWF
$125B
| $4.69M | 0.48% |
12,989
+600
|
|
||
37
AbbVie
ABBV
$403B
| $4.61M | 0.47% |
21,983
+1,171
|
|
||
38
Visa
V
$674B
| $4.6M | 0.47% |
13,137
-867
|
|
||
39
Vanguard Total International Stock ETF
VXUS
$108B
| $4.6M | 0.47% |
74,016
+19,301
|
|
||
40
Amphenol
APH
$163B
| $4.51M | 0.46% |
68,519
-3,166
|
|
||
41
Chevron
CVX
$313B
| $4.45M | 0.46% |
26,607
+4,626
|
|
||
42
Eli Lilly
LLY
$740B
| $4.42M | 0.45% |
5,350
-1,043
|
|
||
43
KE Holdings
BEKE
$20.9B
| $4.38M | 0.45% |
+130
|
|
||
44
Grupo Aeroportuario Centro Norte
OMAB
$4.96B
| $4.38M | 0.45% |
+20
|
|
||
45
Stryker
SYK
$146B
| $4.31M | 0.44% |
11,580
+369
|
|
||
46
Home Depot
HD
$385B
| $4.18M | 0.43% |
11,393
-986
|
|
||
47
Intuit
INTU
$190B
| $4.16M | 0.43% |
6,776
+107
|
|
||
48
Procter & Gamble
PG
$357B
| $4.1M | 0.42% |
24,043
+1,344
|
|
||
49
Zoetis
ZTS
$64.7B
| $3.95M | 0.41% |
23,966
+351
|
|
||
50
Vanguard High Dividend Yield ETF
VYM
$65.6B
| $3.84M | 0.4% |
29,808
|
|