LA

Legacy Advisors Portfolio holdings

AUM $6.33M
1-Year Est. Return 22.3%
This Quarter Est. Return
1 Year Est. Return
+22.3%
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
MO icon
101
Altria Group
MO
$109B
$1.66M 0.17%
27,721
+17,115
CDNS icon
102
Cadence Design Systems
CDNS
$94B
$1.65M 0.17%
6,499
+1,434
COR icon
103
Cencora
COR
$64.5B
$1.64M 0.17%
5,894
-292
CRM icon
104
Salesforce
CRM
$243B
$1.64M 0.17%
6,106
+226
PFE icon
105
Pfizer
PFE
$141B
$1.63M 0.17%
64,203
+4,243
NVR icon
106
NVR
NVR
$20.5B
$1.56M 0.16%
215
+1
LOW icon
107
Lowe's Companies
LOW
$136B
$1.56M 0.16%
6,677
-145
BX icon
108
Blackstone
BX
$121B
$1.51M 0.15%
10,768
+66
HCA icon
109
HCA Healthcare
HCA
$105B
$1.5M 0.15%
4,355
+60
XLV icon
110
Health Care Select Sector SPDR Fund
XLV
$36B
$1.5M 0.15%
10,295
+533
JD icon
111
JD.com
JD
$47.1B
$1.5M 0.15%
+152
MSCI icon
112
MSCI
MSCI
$42B
$1.5M 0.15%
2,644
-158
TMO icon
113
Thermo Fisher Scientific
TMO
$216B
$1.5M 0.15%
3,002
+172
BABA icon
114
Alibaba
BABA
$405B
$1.48M 0.15%
11,185
+202
TSM icon
115
TSMC
TSM
$1.53T
$1.46M 0.15%
8,737
-679
IVW icon
116
iShares S&P 500 Growth ETF
IVW
$67.1B
$1.44M 0.15%
15,552
SPOT icon
117
Spotify
SPOT
$133B
$1.44M 0.15%
2,610
+12
AXP icon
118
American Express
AXP
$246B
$1.43M 0.15%
5,324
+178
MEDP icon
119
Medpace
MEDP
$17B
$1.43M 0.15%
4,682
-72
RBC icon
120
RBC Bearings
RBC
$13B
$1.41M 0.15%
4,395
-70
SBUX icon
121
Starbucks
SBUX
$97.9B
$1.41M 0.14%
14,350
+699
AIG icon
122
American International
AIG
$43.8B
$1.39M 0.14%
16,037
+11,664
NEE icon
123
NextEra Energy
NEE
$174B
$1.36M 0.14%
19,115
+3,432
GWRE icon
124
Guidewire Software
GWRE
$21.2B
$1.35M 0.14%
7,221
-107
ITOT icon
125
iShares Core S&P Total US Stock Market ETF
ITOT
$79.2B
$1.33M 0.14%
10,867
3 4
5
6 7