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 | |
|---|---|---|---|---|---|---|
51
Costco
COST
$413B
| $3.81M | 0.39% |
4,029
+133
|
|
||
52
Philip Morris
PM
$245B
| $3.79M | 0.39% |
23,648
-2,998
|
|
||
53
Mercado Libre
MELI
$110B
| $3.67M | 0.38% |
1,883
|
|
||
54
Equifax
EFX
$28.6B
| $3.62M | 0.37% |
14,859
+141
|
|
||
55
Schwab US Dividend Equity ETF
SCHD
$70.7B
| $3.58M | 0.37% |
127,927
+51,340
|
|
||
|
56
Vanguard Total Stock Market ETF
VTI
$553B
| $3.57M | 0.37% |
12,972
+10,297
|
|
||
57
Vanguard Mid-Cap ETF
VO
$89.2B
| $3.51M | 0.36% |
13,562
-483
|
|
||
58
SPDR Gold Trust
GLD
$131B
| $3.43M | 0.35% |
11,894
-9,600
|
|
||
59
SPDR S&P Dividend ETF
SDY
$20.2B
| $3.42M | 0.35% |
25,231
|
|
||
60
PepsiCo
PEP
$207B
| $3.41M | 0.35% |
22,728
-7,830
|
|
||
61
Broadcom
AVGO
$1.67T
| $3.33M | 0.34% |
19,871
-55
|
|
||
62
Walt Disney
DIS
$201B
| $3.23M | 0.33% |
32,756
-286
|
|
||
63
Automatic Data Processing
ADP
$114B
| $3.22M | 0.33% |
10,481
-629
|
|
||
64
Enterprise Products Partners
EPD
$67.1B
| $3.21M | 0.33% |
93,920
+834
|
|
||
65
Netflix
NFLX
$464B
| $3.13M | 0.32% |
3,360
-310
|
|
||
66
Waste Management
WM
$86.5B
| $2.81M | 0.29% |
12,154
+275
|
|
||
67
Verisk Analytics
VRSK
$32.8B
| $2.78M | 0.29% |
9,356
-1,746
|
|
||
68
Amgen
AMGN
$157B
| $2.76M | 0.28% |
8,843
+427
|
|
||
69
Fiserv
FI
$68B
| $2.75M | 0.28% |
12,475
+1,810
|
|
||
70
Coca-Cola
KO
$300B
| $2.71M | 0.28% |
37,611
+10,705
|
|
||
71
KLA
KLAC
$156B
| $2.64M | 0.27% |
3,877
+132
|
|
||
72
Broadridge
BR
$27.1B
| $2.58M | 0.27% |
10,598
+392
|
|
||
73
ServiceNow
NOW
$193B
| $2.56M | 0.26% |
3,213
+56
|
|
||
74
Williams Companies
WMB
$70.2B
| $2.51M | 0.26% |
42,011
+861
|
|
||
75
AT&T
T
$179B
| $2.5M | 0.26% |
88,303
+1,948
|
|