LA

Legacy Advisors Portfolio holdings

AUM $931M
1-Year Est. Return 17.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.91%
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 +$107M
2 +$49.6M
3 +$37.6M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$23M
5
AAPL icon
Apple
AAPL
+$21M

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
$67.7B
$300K 0.04%
+4,926
INTU icon
202
Intuit
INTU
$126B
$297K 0.04%
+435
STZ icon
203
Constellation Brands
STZ
$26B
$290K 0.04%
+2,150
FLUT icon
204
Flutter Entertainment
FLUT
$18.8B
$287K 0.04%
+1,130
VZ icon
205
Verizon
VZ
$214B
$287K 0.04%
+6,529
ACWX icon
206
iShares MSCI ACWI ex US ETF
ACWX
$8.98B
$286K 0.04%
+4,407
IXN icon
207
iShares Global Tech ETF
IXN
$6.53B
$279K 0.03%
+2,700
KLAC icon
208
KLA
KLAC
$190B
$274K 0.03%
+254
CRWV
209
CoreWeave Inc
CRWV
$39.4B
$274K 0.03%
+2,000
DVY icon
210
iShares Select Dividend ETF
DVY
$22.2B
$273K 0.03%
+1,924
G icon
211
Genpact
G
$6.63B
$272K 0.03%
+6,500
MTB icon
212
M&T Bank
MTB
$30.4B
$267K 0.03%
+1,350
IWV icon
213
iShares Russell 3000 ETF
IWV
$17.6B
$266K 0.03%
+703
CME icon
214
CME Group
CME
$110B
$264K 0.03%
+978
VFH icon
215
Vanguard Financials ETF
VFH
$12.4B
$263K 0.03%
+2,005
VFC icon
216
VF Corp
VFC
$6.64B
$261K 0.03%
+18,064
CEG icon
217
Constellation Energy
CEG
$115B
$258K 0.03%
+784
GTIP icon
218
Goldman Sachs Access Inflation Protected USD Bond ETF
GTIP
$234M
$250K 0.03%
+5,003
CVS icon
219
CVS Health
CVS
$97.1B
$249K 0.03%
+3,300
QCOM icon
220
Qualcomm
QCOM
$144B
$247K 0.03%
+1,487
GEM icon
221
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.36B
$245K 0.03%
+6,005
VNQ icon
222
Vanguard Real Estate ETF
VNQ
$36.2B
$242K 0.03%
+2,646
IWS icon
223
iShares Russell Mid-Cap Value ETF
IWS
$14.6B
$235K 0.03%
+1,680
LIN icon
224
Linde
LIN
$221B
$234K 0.03%
+493
IWO icon
225
iShares Russell 2000 Growth ETF
IWO
$12.7B
$233K 0.03%
+727