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
51
$3.81M 0.39%
4,029
+133
52
$3.79M 0.39%
23,648
-2,998
53
$3.67M 0.38%
1,883
54
$3.62M 0.37%
14,859
+141
55
$3.58M 0.37%
127,927
+51,340
56
$3.57M 0.37%
12,972
+10,297
57
$3.51M 0.36%
13,562
-483
58
$3.43M 0.35%
11,894
-9,600
59
$3.42M 0.35%
25,231
60
$3.41M 0.35%
22,728
-7,830
61
$3.33M 0.34%
19,871
-55
62
$3.23M 0.33%
32,756
-286
63
$3.22M 0.33%
10,481
-629
64
$3.21M 0.33%
93,920
+834
65
$3.13M 0.32%
33,600
-3,100
66
$2.81M 0.29%
12,154
+275
67
$2.78M 0.29%
9,356
-1,746
68
$2.76M 0.28%
8,843
+427
69
$2.75M 0.28%
12,475
+1,810
70
$2.71M 0.28%
37,611
+10,705
71
$2.64M 0.27%
3,877
+132
72
$2.58M 0.27%
10,598
+392
73
$2.56M 0.26%
16,065
+280
74
$2.51M 0.26%
42,011
+861
75
$2.5M 0.26%
88,303
+1,948
1 2
3
4 5