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
101
$1.66M 0.17%
27,721
+17,115
102
$1.65M 0.17%
6,499
+1,434
103
$1.64M 0.17%
5,894
-292
104
$1.64M 0.17%
6,106
+226
105
$1.63M 0.17%
64,203
+4,243
106
$1.56M 0.16%
215
+1
107
$1.56M 0.16%
6,677
-145
108
$1.51M 0.15%
10,768
+66
109
$1.5M 0.15%
4,355
+60
110
$1.5M 0.15%
10,295
+533
111
$1.5M 0.15%
+152
112
$1.5M 0.15%
2,644
-158
113
$1.5M 0.15%
3,002
+172
114
$1.48M 0.15%
11,185
+202
115
$1.46M 0.15%
8,737
-679
116
$1.44M 0.15%
15,552
117
$1.44M 0.15%
2,610
+12
118
$1.43M 0.15%
5,324
+178
119
$1.43M 0.15%
4,682
-72
120
$1.41M 0.15%
4,395
-70
121
$1.41M 0.14%
14,350
+699
122
$1.39M 0.14%
16,037
+11,664
123
$1.36M 0.14%
19,115
+3,432
124
$1.35M 0.14%
7,221
-107
125
$1.33M 0.14%
10,867
3 4
5
6 7