LA

Legacy Advisors Portfolio holdings

AUM $6.33M
1-Year Est. Return 22.3%
This Quarter Est. Return
1 Year Est. Return
+22.3%
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
QLYS icon
201
Qualys
QLYS
$4.62B
$756K 0.08%
6,003
-46
MCHP icon
202
Microchip Technology
MCHP
$34.1B
$754K 0.08%
15,585
-3,707
DXCM icon
203
DexCom
DXCM
$27.6B
$746K 0.08%
10,929
+895
PHR icon
204
Phreesia
PHR
$1.41B
$741K 0.08%
29,010
MANH icon
205
Manhattan Associates
MANH
$11.7B
$711K 0.07%
4,110
-688
ALL icon
206
Allstate
ALL
$50.9B
$710K 0.07%
3,425
-893
EW icon
207
Edwards Lifesciences
EW
$44.7B
$709K 0.07%
9,785
+117
SCHW icon
208
Charles Schwab
SCHW
$171B
$707K 0.07%
9,038
+531
C icon
209
Citigroup
C
$177B
$700K 0.07%
9,865
+446
FICO icon
210
Fair Isaac
FICO
$40B
$695K 0.07%
377
+8
SHEL icon
211
Shell
SHEL
$218B
$690K 0.07%
+9,423
PANW icon
212
Palo Alto Networks
PANW
$147B
$690K 0.07%
4,041
+381
TRGP icon
213
Targa Resources
TRGP
$33.1B
$689K 0.07%
3,439
-153
MKL icon
214
Markel Group
MKL
$23.8B
$688K 0.07%
368
ETN icon
215
Eaton
ETN
$146B
$688K 0.07%
2,530
+154
GSIE icon
216
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.5B
$686K 0.07%
19,162
-430
JHX icon
217
James Hardie Industries
JHX
$12.9B
$679K 0.07%
+174
ADI icon
218
Analog Devices
ADI
$117B
$673K 0.07%
3,335
+509
RGA icon
219
Reinsurance Group of America
RGA
$12.5B
$669K 0.07%
3,398
-36
JOYY
220
JOYY Inc
JOYY
$3.07B
$669K 0.07%
+44
SCI icon
221
Service Corp International
SCI
$11.5B
$668K 0.07%
8,334
-472
TMUS icon
222
T-Mobile US
TMUS
$244B
$668K 0.07%
2,503
+221
PLTR icon
223
Palantir
PLTR
$438B
$657K 0.07%
7,781
+2,186
PAYC icon
224
Paycom
PAYC
$11.2B
$654K 0.07%
2,993
-26
EXC icon
225
Exelon
EXC
$48.5B
$649K 0.07%
+14,093