We are live on ! Find out more
LA

Legacy Advisors Portfolio holdings

AUM $848M
1-Year Est. Return 21.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$848M
AUM Growth
-$82.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$5.28M
3
+$4.28M
4
GQGU
GQG US Equity ETF
GQGU
+$3.2M
5
QLTY icon
GMO US Quality ETF
QLTY
+$1.38M

Top Sells

1
+$77.6M
2
+$23.5M
3
+$9.74M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.89M
5
AAPL icon
Apple
AAPL
+$1.2M

Sector Composition

1 Technology 12.47%
2 Industrials 6.61%
3 Communication Services 6.09%
4 Financials 5.08%
5 Consumer Discretionary 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TJX icon
126
TJX Companies
TJX
$182B
$729K 0.09%
4,566
+340
BSV icon
127
Vanguard Short-Term Bond ETF
BSV
$45B
$722K 0.09%
+9,210
RSP icon
128
Invesco S&P 500 Equal Weight ETF
RSP
$89.5B
$711K 0.08%
3,703
+960
HON icon
129
Honeywell
HON
$137B
$700K 0.08%
3,098
-111
TOST icon
130
Toast
TOST
$14.5B
$697K 0.08%
26,307
+2,825
CAT icon
131
Caterpillar
CAT
$421B
$696K 0.08%
983
+7
MKL icon
132
Markel Group
MKL
$22.7B
$695K 0.08%
363
-6
DE icon
133
Deere & Co
DE
$156B
$689K 0.08%
1,223
-137
BX icon
134
Blackstone
BX
$147B
$688K 0.08%
5,982
-499
BA icon
135
Boeing
BA
$169B
$673K 0.08%
3,381
-83
RGA icon
136
Reinsurance Group of America
RGA
$13.3B
$664K 0.08%
3,250
-95
EZU icon
137
iShare MSCI Eurozone ETF
EZU
$9.33B
$626K 0.07%
9,996
EW icon
138
Edwards Lifesciences
EW
$50.4B
$624K 0.07%
7,787
-46
IXUS icon
139
iShares Core MSCI Total International Stock ETF
IXUS
$57.1B
$615K 0.07%
+7,095
STBA icon
140
S&T Bancorp
STBA
$1.67B
$607K 0.07%
14,502
SNPS icon
141
Synopsys
SNPS
$89.1B
$602K 0.07%
1,518
-15
RTX icon
142
RTX Corp
RTX
$245B
$600K 0.07%
3,112
+254
QUAL icon
143
iShares MSCI USA Quality Factor ETF
QUAL
$45.7B
$595K 0.07%
3,101
+416
VHT icon
144
Vanguard Health Care ETF
VHT
$17B
$588K 0.07%
2,160
-167
ENVA icon
145
Enova International
ENVA
$4.46B
$579K 0.07%
4,260
-3
AMD icon
146
Advanced Micro Devices
AMD
$775B
$578K 0.07%
2,841
+33
MRSH
147
Marsh
MRSH
$79.7B
$564K 0.07%
3,253
+278
CI icon
148
Cigna
CI
$78B
$564K 0.07%
2,113
+58
CSCO icon
149
Cisco
CSCO
$474B
$563K 0.07%
7,250
-241
ETN icon
150
Eaton
ETN
$156B
$558K 0.07%
1,559
+3
4 5
6
7 8