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
201
$756K 0.08%
6,003
-46
202
$754K 0.08%
15,585
-3,707
203
$746K 0.08%
10,929
+895
204
$741K 0.08%
29,010
205
$711K 0.07%
4,110
-688
206
$710K 0.07%
3,425
-893
207
$709K 0.07%
9,785
+117
208
$707K 0.07%
9,038
+531
209
$700K 0.07%
9,865
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210
$695K 0.07%
377
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211
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+9,423
212
$690K 0.07%
4,041
+381
213
$689K 0.07%
3,439
-153
214
$688K 0.07%
368
215
$688K 0.07%
2,530
+154
216
$686K 0.07%
19,162
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217
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218
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3,335
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219
$669K 0.07%
3,398
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220
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221
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8,334
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222
$668K 0.07%
2,503
+221
223
$657K 0.07%
7,781
+2,186
224
$654K 0.07%
2,993
-26
225
$649K 0.07%
+14,093
7 8
9
10 11