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LEA
Legacy Edge Advisors Portfolio holdings
AUM
$951M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$951M
AUM Growth
+$37.8M
(+4.1%)
Holding
234
Top Buys
| 1 | +$11.1M | |
| 2 | +$9.95M | |
| 3 | +$9.76M | |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$7.56M |
| 5 |
State Street Consumer Staples Select Sector SPDR ETF
XLP
|
+$6.5M |
Top Sells
| 1 | +$7.32M | |
| 2 | +$7.32M | |
| 3 | +$2.61M | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$2.34M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$2.24M |
Sector Composition
| 1 | Technology | 3.8% |
| 2 | Financials | 1.28% |
| 3 | Communication Services | 1% |
| 4 | Healthcare | 0.7% |
| 5 | Consumer Discretionary | 0.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Citigroup
C
$248B
| – | – |
-3,565
|
|
||
227
Fidelity MSCI Information Technology Index ETF
FTEC
$21.1B
| – | – |
-904
|
|
||
228
iShares Core MSCI Europe ETF
IEUR
$8.67B
| – | – |
-3,222
|
|
||
229
ServiceNow
NOW
$95.9B
| – | – |
-2,140
|
|
||
230
iShares S&P 100 ETF
OEF
$19.9B
| – | – |
-1,404
|
|
||
231
Schwab US Mid-Cap ETF
SCHM
$15.1B
| – | – |
-10,018
|
|
||
232
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$4.97B
| – | – |
-3,031
|
|
||
233
State Street Health Care Select Sector SPDR ETF
XLV
$38.3B
| – | – |
-1,323
|
|
||
234
Reddit
RDDT
$32.8B
| – | – |
-904
|
|