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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
$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
VZ icon
151
Verizon
VZ
$191B
$556K 0.07%
11,068
+784
CTVA icon
152
Corteva
CTVA
$50.2B
$544K 0.06%
6,497
-8
MPLX icon
153
MPLX
MPLX
$57.3B
$529K 0.06%
9,275
UPS icon
154
United Parcel Service
UPS
$91.7B
$526K 0.06%
5,343
+107
NML
155
Neuberger Energy Infrastructure and Income Fund Inc
NML
$580M
$526K 0.06%
50,000
IWP icon
156
iShares Russell Mid-Cap Growth ETF
IWP
$20.1B
$514K 0.06%
4,008
-400
HBAN icon
157
Huntington Bancshares
HBAN
$34.1B
$509K 0.06%
32,236
-26
URA icon
158
Global X Uranium ETF
URA
$6.13B
$506K 0.06%
10,438
IWN icon
159
iShares Russell 2000 Value ETF
IWN
$13.9B
$503K 0.06%
2,654
-295
CRM icon
160
Salesforce
CRM
$144B
$493K 0.06%
2,643
-578
FISV
161
Fiserv Inc
FISV
$28.8B
$492K 0.06%
8,820
+160
BDX icon
162
Becton Dickinson
BDX
$41.9B
$491K 0.06%
3,120
-65
UNP icon
163
Union Pacific
UNP
$161B
$490K 0.06%
2,018
-39
MU icon
164
Micron Technology
MU
$1.06T
$480K 0.06%
1,421
-1,487
CDNS icon
165
Cadence Design Systems
CDNS
$108B
$472K 0.06%
1,699
-214
VGK icon
166
Vanguard FTSE Europe ETF
VGK
$29.8B
$468K 0.06%
5,677
MRVL icon
167
Marvell Technology
MRVL
$233B
$467K 0.06%
4,719
-94
WFC icon
168
Wells Fargo
WFC
$251B
$462K 0.05%
5,800
-344
SPSM icon
169
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$15.8B
$458K 0.05%
9,475
AMT icon
170
American Tower
AMT
$88.9B
$451K 0.05%
2,611
-41
BMY icon
171
Bristol-Myers Squibb
BMY
$115B
$444K 0.05%
7,329
+46
GM icon
172
General Motors
GM
$75.5B
$437K 0.05%
5,868
+173
MS icon
173
Morgan Stanley
MS
$332B
$437K 0.05%
2,655
-91
APD icon
174
Air Products & Chemicals
APD
$63B
$434K 0.05%
1,494
-50
WM icon
175
Waste Management
WM
$88.9B
$431K 0.05%
1,876
-266
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