LA

Legacy Advisors Portfolio holdings

AUM $931M
1-Year Est. Return 17.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.91%
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 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
WFC icon
151
Wells Fargo
WFC
$242B
$573K 0.06%
6,144
+784
STBA icon
152
S&T Bancorp
STBA
$1.48B
$571K 0.06%
14,502
CI icon
153
Cigna
CI
$69.2B
$566K 0.06%
2,055
+124
HBAN icon
154
Huntington Bancshares
HBAN
$32.5B
$565K 0.06%
32,262
+462
CAT icon
155
Caterpillar
CAT
$333B
$559K 0.06%
976
+23
VIG icon
156
Vanguard Dividend Appreciation ETF
VIG
$102B
$554K 0.06%
2,520
+320
MRSH
157
Marsh
MRSH
$84.2B
$552K 0.06%
2,975
-876
DHR icon
158
Danaher
DHR
$138B
$547K 0.06%
2,390
+160
IWN icon
159
iShares Russell 2000 Value ETF
IWN
$12.5B
$534K 0.06%
2,949
-414
QUAL icon
160
iShares MSCI USA Quality Factor ETF
QUAL
$49.3B
$533K 0.06%
2,685
+88
VG
161
Venture Global Inc
VG
$27.9B
$527K 0.06%
77,279
+188
RSP icon
162
Invesco S&P 500 Equal Weight ETF
RSP
$86.9B
$525K 0.06%
2,743
+911
RTX icon
163
RTX Corp
RTX
$278B
$524K 0.06%
2,858
+489
UPS icon
164
United Parcel Service
UPS
$85.7B
$519K 0.06%
5,236
+274
FICO icon
165
Fair Isaac
FICO
$30.5B
$509K 0.05%
301
+4
ETN icon
166
Eaton
ETN
$140B
$496K 0.05%
1,556
+150
MPLX icon
167
MPLX
MPLX
$58.9B
$495K 0.05%
9,275
PHR icon
168
Phreesia
PHR
$708M
$491K 0.05%
29,010
MS icon
169
Morgan Stanley
MS
$255B
$487K 0.05%
2,746
+562
UNP icon
170
Union Pacific
UNP
$148B
$476K 0.05%
2,057
+281
VGK icon
171
Vanguard FTSE Europe ETF
VGK
$30.7B
$475K 0.05%
5,677
WM icon
172
Waste Management
WM
$95B
$471K 0.05%
2,142
+301
URA icon
173
Global X Uranium ETF
URA
$7.3B
$468K 0.05%
10,438
AMT icon
174
American Tower
AMT
$86.7B
$466K 0.05%
2,652
+152
GM icon
175
General Motors
GM
$67.7B
$463K 0.05%
5,695
+769