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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
FICO icon
201
Fair Isaac
FICO
$28.4B
$322K 0.04%
302
+1
PLTR icon
202
Palantir
PLTR
$317B
$320K 0.04%
2,184
-68
VFC icon
203
VF Corp
VFC
$6.66B
$319K 0.04%
18,799
+735
PPL icon
204
PPL Corp
PPL
$26.9B
$318K 0.04%
8,261
-564
TM icon
205
Toyota
TM
$229B
$315K 0.04%
1,530
-7
DDOG icon
206
Datadog
DDOG
$80.9B
$314K 0.04%
2,664
+2
GSIE icon
207
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.7B
$314K 0.04%
7,283
-1,586
TMO icon
208
Thermo Fisher Scientific
TMO
$184B
$312K 0.04%
635
-67
COWZ icon
209
Pacer US Cash Cows 100 ETF
COWZ
$18.1B
$303K 0.04%
+4,843
USB icon
210
US Bancorp
USB
$87.3B
$297K 0.04%
5,656
-107
TXN icon
211
Texas Instruments
TXN
$263B
$296K 0.03%
1,526
-83
UNH icon
212
UnitedHealth
UNH
$375B
$294K 0.03%
1,087
-211
T icon
213
AT&T
T
$158B
$292K 0.03%
10,056
+21
IXC icon
214
iShares Global Energy ETF
IXC
$2.5B
$283K 0.03%
4,915
VT icon
215
Vanguard Total World Stock ETF
VT
$74.2B
$271K 0.03%
1,960
KO icon
216
Coca-Cola
KO
$350B
$271K 0.03%
3,535
-151
MPC icon
217
Marathon Petroleum
MPC
$75.4B
$270K 0.03%
+1,106
IXN icon
218
iShares Global Tech ETF
IXN
$9.05B
$270K 0.03%
2,700
ADP icon
219
Automatic Data Processing
ADP
$92.4B
$269K 0.03%
+1,314
VBR icon
220
Vanguard Small-Cap Value ETF
VBR
$36B
$268K 0.03%
1,235
PAYX icon
221
Paychex
PAYX
$35.9B
$267K 0.03%
+2,893
CPRT icon
222
Copart
CPRT
$29B
$265K 0.03%
7,990
-51
QCOM icon
223
Qualcomm
QCOM
$217B
$265K 0.03%
2,059
-84
GTIP icon
224
Goldman Sachs Access Inflation Protected USD Bond ETF
GTIP
$273M
$263K 0.03%
5,318
+227
IYH icon
225
iShares US Healthcare ETF
IYH
$3.1B
$262K 0.03%
4,250
7 8
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