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
126
$1.31M 0.14%
21,534
+7,598
127
$1.31M 0.13%
70,512
-3,192
128
$1.3M 0.13%
5,480
+81
129
$1.3M 0.13%
10,870
-147
130
$1.28M 0.13%
34,672
-1,252
131
$1.26M 0.13%
19,631
-3,516
132
$1.25M 0.13%
11,446
+433
133
$1.24M 0.13%
11,384
+4,262
134
$1.24M 0.13%
11,286
-515
135
$1.24M 0.13%
12,861
-2,369
136
$1.24M 0.13%
6,482
137
$1.23M 0.13%
13,555
-299
138
$1.21M 0.12%
28,982
139
$1.2M 0.12%
28,175
-1,052
140
$1.17M 0.12%
15,627
-923
141
$1.17M 0.12%
2,495
+112
142
$1.17M 0.12%
19,994
-375
143
$1.16M 0.12%
8,780
+1,076
144
$1.16M 0.12%
148,104
-2,095
145
$1.15M 0.12%
3,909
-98
146
$1.14M 0.12%
20,566
-2,680
147
$1.14M 0.12%
+17
148
$1.13M 0.12%
3,426
+311
149
$1.13M 0.12%
2,065
+376
150
$1.13M 0.12%
16,494
-60
4 5
6
7 8