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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
$931M
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$251M
2
+$17.4M
3
+$14.3M
4
QLTY icon
GMO US Quality ETF
QLTY
+$13.1M
5
CVLC icon
Calvert US Large-Cap Core Responsible Index ETF
CVLC
+$9.64M

Top Sells

1
+$2.12M
2
+$703K
3
+$644K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$577K
5
DIS icon
Walt Disney
DIS
+$376K

Sector Composition

1 Technology 13.84%
2 Industrials 11.68%
3 Communication Services 6.39%
4 Financials 5.09%
5 Consumer Discretionary 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CMPR icon
126
Cimpress
CMPR
$2.23B
$793K 0.09%
11,903
ASML icon
127
ASML
ASML
$692B
$772K 0.08%
722
+248
BND icon
128
Vanguard Total Bond Market
BND
$158B
$755K 0.08%
10,189
-607
BA icon
129
Boeing
BA
$171B
$752K 0.08%
3,464
-79
SBUX icon
130
Starbucks
SBUX
$119B
$727K 0.08%
8,633
+561
SNPS icon
131
Synopsys
SNPS
$87B
$720K 0.08%
1,533
+65
DLR icon
132
Digital Realty Trust
DLR
$67.8B
$702K 0.08%
4,500
+99
EQIX icon
133
Equinix
EQIX
$108B
$696K 0.07%
909
+33
RGA icon
134
Reinsurance Group of America
RGA
$14.1B
$681K 0.07%
3,345
+40
ENVA icon
135
Enova International
ENVA
$5.75B
$670K 0.07%
4,263
VHT icon
136
Vanguard Health Care ETF
VHT
$17.8B
$670K 0.07%
2,327
+186
EW icon
137
Edwards Lifesciences
EW
$52.3B
$668K 0.07%
7,833
+373
TJX icon
138
TJX Companies
TJX
$172B
$649K 0.07%
4,226
+1,115
EZU icon
139
iShare MSCI Eurozone ETF
EZU
$9.38B
$641K 0.07%
9,996
DE icon
140
Deere & Co
DE
$166B
$633K 0.07%
1,360
+171
HON icon
141
Honeywell
HON
$147B
$626K 0.07%
3,209
+231
BDX icon
142
Becton Dickinson
BDX
$43B
$618K 0.07%
3,185
+178
PFE icon
143
Pfizer
PFE
$138B
$609K 0.07%
24,451
-2,322
IWP icon
144
iShares Russell Mid-Cap Growth ETF
IWP
$20.8B
$604K 0.06%
4,408
+400
AMD icon
145
Advanced Micro Devices
AMD
$850B
$601K 0.06%
2,808
+700
CDNS icon
146
Cadence Design Systems
CDNS
$104B
$598K 0.06%
1,913
+357
ZS icon
147
Zscaler
ZS
$21.4B
$585K 0.06%
2,601
+1
FISV
148
Fiserv Inc
FISV
$26.4B
$582K 0.06%
8,660
+257
CSCO icon
149
Cisco
CSCO
$448B
$577K 0.06%
7,491
+2,619
OKLO
150
Oklo
OKLO
$8.7B
$574K 0.06%
8,003
4 5
6
7 8