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
151
$1.12M 0.12%
18,150
+2,201
152
$1.12M 0.12%
2,463
-28
153
$1.12M 0.12%
14,101
-133
154
$1.1M 0.11%
8,640
-564
155
$1.08M 0.11%
5,104
-109
156
$1.08M 0.11%
6,982
-26
157
$1.07M 0.11%
6,678
-902
158
$1.05M 0.11%
14,637
+748
159
$1.05M 0.11%
4,676
-64
160
$1.02M 0.1%
2,188
+619
161
$1.01M 0.1%
+3,125
162
$1.01M 0.1%
10,476
+95
163
$999K 0.1%
13,603
164
$995K 0.1%
15,000
165
$991K 0.1%
2,672
+185
166
$979K 0.1%
8,030
+5,818
167
$976K 0.1%
256
-26
168
$972K 0.1%
5,168
+1,000
169
$925K 0.1%
5,063
+17
170
$922K 0.09%
31,196
-5,000
171
$914K 0.09%
5,951
+848
172
$905K 0.09%
4,413
-566
173
$900K 0.09%
15,354
+1,075
174
$895K 0.09%
1,098
+3
175
$892K 0.09%
30,042
+2,572
5 6
7
8 9