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 | |
|---|---|---|---|---|---|---|
76
Bank of America
BAC
$385B
| $2.48M | 0.26% |
59,478
+2,054
|
|
||
77
Vanguard Large-Cap ETF
VV
$46.9B
| $2.42M | 0.25% |
9,433
|
|
||
78
Moody's
MCO
$87.6B
| $2.38M | 0.24% |
5,110
+11
|
|
||
79
Texas Instruments
TXN
$154B
| $2.35M | 0.24% |
13,098
-2,454
|
|
||
80
Consumers Staples Select Sector SPDR Fund
XLP
$15.5B
| $2.33M | 0.24% |
28,513
+4
|
|
||
81
CME Group
CME
$97.2B
| $2.3M | 0.24% |
8,674
+1,117
|
|
||
82
GE Aerospace
GE
$321B
| $2.27M | 0.23% |
11,334
+4,694
|
|
||
83
W.W. Grainger
GWW
$46.3B
| $2.15M | 0.22% |
2,177
-11
|
|
||
84
Vanguard Small-Cap ETF
VB
$68.4B
| $2.14M | 0.22% |
9,669
-329
|
|
||
85
Intuitive Surgical
ISRG
$194B
| $2.09M | 0.22% |
4,223
-623
|
|
||
86
Verizon
VZ
$164B
| $2.08M | 0.21% |
45,913
+11,360
|
|
||
87
iShares Russell 2000 ETF
IWM
$71.6B
| $2.08M | 0.21% |
10,419
-267
|
|
||
88
Copart
CPRT
$43.2B
| $2.04M | 0.21% |
36,130
+6,298
|
|
||
|
89
Xometry
XMTR
$2.53B
| $2.01M | 0.21% |
+669
|
|
||
90
IBM
IBM
$287B
| $1.99M | 0.2% |
7,995
+2,282
|
|
||
91
CyberArk
CYBR
$25.8B
| $1.95M | 0.2% |
5,756
-2,216
|
|
||
92
Commault Systems
CVLT
$7.55B
| $1.89M | 0.19% |
11,962
-131
|
|
||
93
AppFolio
APPF
$8.7B
| $1.84M | 0.19% |
+10
|
|
||
94
Progressive
PGR
$128B
| $1.82M | 0.19% |
6,448
+1,114
|
|
||
95
Walmart
WMT
$846B
| $1.76M | 0.18% |
20,035
-6,033
|
|
||
96
Sherwin-Williams
SHW
$83.3B
| $1.76M | 0.18% |
5,046
+1,067
|
|
||
97
PNC Financial Services
PNC
$73.2B
| $1.76M | 0.18% |
9,996
+36
|
|
||
98
Cigna
CI
$80.6B
| $1.76M | 0.18% |
5,339
+710
|
|
||
99
Oracle
ORCL
$808B
| $1.69M | 0.17% |
12,123
+238
|
|
||
100
Merck
MRK
$219B
| $1.67M | 0.17% |
18,464
-1,668
|
|