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
76
$2.48M 0.26%
59,478
+2,054
77
$2.42M 0.25%
9,433
78
$2.38M 0.24%
5,110
+11
79
$2.35M 0.24%
13,098
-2,454
80
$2.33M 0.24%
28,513
+4
81
$2.3M 0.24%
8,674
+1,117
82
$2.27M 0.23%
11,334
+4,694
83
$2.15M 0.22%
2,177
-11
84
$2.14M 0.22%
9,669
-329
85
$2.09M 0.22%
4,223
-623
86
$2.08M 0.21%
45,913
+11,360
87
$2.08M 0.21%
10,419
-267
88
$2.04M 0.21%
36,130
+6,298
89
$2.01M 0.21%
+669
90
$1.99M 0.2%
7,995
+2,282
91
$1.95M 0.2%
5,756
-2,216
92
$1.89M 0.19%
11,962
-131
93
$1.84M 0.19%
+10
94
$1.82M 0.19%
6,448
+1,114
95
$1.76M 0.18%
20,035
-6,033
96
$1.76M 0.18%
5,046
+1,067
97
$1.76M 0.18%
9,996
+36
98
$1.76M 0.18%
5,339
+710
99
$1.69M 0.17%
12,123
+238
100
$1.67M 0.17%
18,464
-1,668
2 3
4
5 6