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
$810M
AUM Growth
+$803M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1 +$111M
2 +$57.7M
3 +$32.1M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$23.8M
5
AAPL icon
Apple
AAPL
+$23.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.87%
2 Industrials 11.95%
3 Communication Services 7.18%
4 Financials 5.29%
5 Consumer Discretionary 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GM icon
201
General Motors
GM
$75.4B
$300K 0.04%
+4,926
INTU icon
202
Intuit
INTU
$188B
$297K 0.04%
+435
STZ icon
203
Constellation Brands
STZ
$26B
$290K 0.04%
+2,150
FLUT icon
204
Flutter Entertainment
FLUT
$38.6B
$287K 0.04%
+1,130
VZ icon
205
Verizon
VZ
$170B
$287K 0.04%
+6,529
ACWX icon
206
iShares MSCI ACWI ex US ETF
ACWX
$7.44B
$286K 0.04%
+4,407
IXN icon
207
iShares Global Tech ETF
IXN
$6.51B
$279K 0.03%
+2,700
KLAC icon
208
KLA
KLAC
$164B
$274K 0.03%
+254
CRWV
209
CoreWeave Inc
CRWV
$43.5B
$274K 0.03%
+2,000
DVY icon
210
iShares Select Dividend ETF
DVY
$21.1B
$273K 0.03%
+1,924
G icon
211
Genpact
G
$8.17B
$272K 0.03%
+6,500
MTB icon
212
M&T Bank
MTB
$31.6B
$267K 0.03%
+1,350
IWV icon
213
iShares Russell 3000 ETF
IWV
$18.2B
$266K 0.03%
+703
CME icon
214
CME Group
CME
$98.2B
$264K 0.03%
+978
VFH icon
215
Vanguard Financials ETF
VFH
$13.4B
$263K 0.03%
+2,005
VFC icon
216
VF Corp
VFC
$7.73B
$261K 0.03%
+18,064
CEG icon
217
Constellation Energy
CEG
$118B
$258K 0.03%
+784
GTIP icon
218
Goldman Sachs Access Inflation Protected USD Bond ETF
GTIP
$187M
$250K 0.03%
+5,003
CVS icon
219
CVS Health
CVS
$103B
$249K 0.03%
+3,300
QCOM icon
220
Qualcomm
QCOM
$194B
$247K 0.03%
+1,487
GEM icon
221
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.18B
$245K 0.03%
+6,005
VNQ icon
222
Vanguard Real Estate ETF
VNQ
$33.7B
$242K 0.03%
+2,646
IWS icon
223
iShares Russell Mid-Cap Value ETF
IWS
$14.3B
$235K 0.03%
+1,680
LIN icon
224
Linde
LIN
$188B
$234K 0.03%
+493
IWO icon
225
iShares Russell 2000 Growth ETF
IWO
$13.4B
$233K 0.03%
+727