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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
IWC icon
176
iShares Micro-Cap ETF
IWC
$1.39B
$426K 0.05%
2,667
IEFA icon
177
iShares Core MSCI EAFE ETF
IEFA
$183B
$421K 0.05%
4,649
PEG icon
178
Public Service Enterprise Group
PEG
$39.2B
$410K 0.05%
5,063
+116
GS icon
179
Goldman Sachs
GS
$304B
$406K 0.05%
479
+4
VEA icon
180
Vanguard FTSE Developed Markets ETF
VEA
$225B
$404K 0.05%
6,312
-103
ORLY icon
181
O'Reilly Automotive
ORLY
$74.2B
$398K 0.05%
4,315
-16
IBM icon
182
IBM
IBM
$261B
$397K 0.05%
1,640
-1,147
OKLO
183
Oklo
OKLO
$9.83B
$395K 0.05%
7,970
-33
IGM icon
184
iShares Expanded Tech Sector ETF
IGM
$10.4B
$391K 0.05%
3,300
LIN icon
185
Linde
LIN
$238B
$391K 0.05%
788
+27
KLAC icon
186
KLA
KLAC
$279B
$386K 0.05%
262
-29
IYM icon
187
iShares US Basic Materials ETF
IYM
$1.35B
$385K 0.05%
2,189
+6
NVS icon
188
Novartis
NVS
$285B
$383K 0.05%
2,507
-17
BN icon
189
Brookfield
BN
$102B
$374K 0.04%
9,255
+271
DFAS icon
190
Dimensional US Small Cap ETF
DFAS
$14.4B
$365K 0.04%
5,138
GIGB icon
191
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$958M
$359K 0.04%
7,835
+74
ZS icon
192
Zscaler
ZS
$20.3B
$357K 0.04%
2,544
-57
DHR icon
193
Danaher
DHR
$133B
$356K 0.04%
1,871
-519
CAH icon
194
Cardinal Health
CAH
$49.8B
$349K 0.04%
1,651
+400
SCHX icon
195
Schwab US Large- Cap ETF
SCHX
$70.8B
$339K 0.04%
13,213
+38
QGRW icon
196
WisdomTree US Quality Growth Fund
QGRW
$2.5B
$333K 0.04%
6,225
TMUS icon
197
T-Mobile US
TMUS
$194B
$330K 0.04%
1,570
+392
CME icon
198
CME Group
CME
$92.5B
$330K 0.04%
1,116
+1
STZ icon
199
Constellation Brands
STZ
$24.1B
$329K 0.04%
2,196
+107
PANW icon
200
Palo Alto Networks
PANW
$212B
$326K 0.04%
2,035
-185
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