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LEA

Legacy Edge Advisors Portfolio holdings

AUM $951M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$951M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$9.95M
3
+$9.76M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$7.56M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$6.5M

Top Sells

1
+$7.32M
2
+$7.32M
3
+$2.61M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.34M
5
SCHD icon
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
JNJ icon
76
Johnson & Johnson
JNJ
$557B
$1.48M 0.16%
6,069
-63
VOE icon
77
Vanguard Mid-Cap Value ETF
VOE
$22.9B
$1.48M 0.16%
8,035
-2,529
SPDW icon
78
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.8B
$1.47M 0.15%
32,096
-517
MA icon
79
Mastercard
MA
$428B
$1.41M 0.15%
2,823
-52
IGM icon
80
iShares Expanded Tech Sector ETF
IGM
$11.2B
$1.38M 0.14%
11,624
-300
SPYV icon
81
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$35.1B
$1.35M 0.14%
23,883
+2,493
META icon
82
Meta Platforms (Facebook)
META
$1.43T
$1.34M 0.14%
2,340
-30
VOT icon
83
Vanguard Mid-Cap Growth ETF
VOT
$19.7B
$1.33M 0.14%
5,175
-101
V icon
84
Visa
V
$621B
$1.27M 0.13%
4,217
-71
IWY icon
85
iShares Russell Top 200 Growth ETF
IWY
$16.6B
$1.27M 0.13%
5,100
-150
MARM icon
86
FT Vest US Equity Max Buffer ETF March
MARM
$107M
$1.26M 0.13%
37,638
-1,893
LRCX icon
87
Lam Research
LRCX
$512B
$1.22M 0.13%
5,698
-327
SUSB icon
88
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.27B
$1.2M 0.13%
47,827
+8,685
ABBV icon
89
AbbVie
ABBV
$406B
$1.17M 0.12%
5,392
-146
SPMD icon
90
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.3B
$1.16M 0.12%
19,606
+6,239
VBK icon
91
Vanguard Small-Cap Growth ETF
VBK
$24.1B
$1.15M 0.12%
3,812
-43
NUSC icon
92
Nuveen ESG Small-Cap ETF
NUSC
$1.26B
$1.14M 0.12%
25,358
+4,827
VBR icon
93
Vanguard Small-Cap Value ETF
VBR
$36.2B
$1.08M 0.11%
4,988
-2,028
NFLX icon
94
Netflix
NFLX
$307B
$1.07M 0.11%
11,122
+223
SUSA icon
95
iShares ESG Optimized MSCI USA ETF
SUSA
$3.99B
$1.06M 0.11%
8,004
+848
SPYG icon
96
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$52.6B
$1.02M 0.11%
10,432
+188
SPEM icon
97
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.9B
$1.02M 0.11%
21,749
+427
HD icon
98
Home Depot
HD
$326B
$1.02M 0.11%
3,095
-52
VGT icon
99
Vanguard Information Technology ETF
VGT
$147B
$978K 0.1%
11,216
+368
SCHG icon
100
Schwab US Large-Cap Growth ETF
SCHG
$58.4B
$973K 0.1%
33,400
-1,887
2 3
4
5 6