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
176
$891K 0.09%
21,622
-709
177
$891K 0.09%
4,854
-129
178
$887K 0.09%
51,668
179
$885K 0.09%
17,884
180
$883K 0.09%
3,857
+2,026
181
$881K 0.09%
3,802
-33
182
$878K 0.09%
5,147
+426
183
$873K 0.09%
26,318
+438
184
$871K 0.09%
2,905
-42
185
$865K 0.09%
7,098
+967
186
$840K 0.09%
+16,922
187
$830K 0.09%
1,530
188
$830K 0.09%
7,113
+595
189
$829K 0.09%
1,975
+48
190
$827K 0.09%
8,050
+1,178
191
$821K 0.08%
1,915
-53
192
$812K 0.08%
3,438
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193
$799K 0.08%
+872
194
$795K 0.08%
5,354
-49
195
$788K 0.08%
11,077
-733
196
$788K 0.08%
22,874
-1,159
197
$777K 0.08%
6,107
-93
198
$769K 0.08%
2,004
+49
199
$761K 0.08%
5,309
+17
200
$758K 0.08%
5,220
+282
6 7
8
9 10