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LEA
Legacy Edge Advisors Portfolio holdings
AUM
$1.09B
1-Year Est. Return
20.24%
This Fund
S&P 500
This Quarter
Est. Return
+10.18%
1 Year Est. Return
+20.24%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$437M
AUM Growth
–
Cap. Flow
+$410M
Cap. Flow
% of AUM
93.86%
Top 10 Holdings %
Top 10 Hldgs %
43.46%
Holding
158
New
158
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
+$32.6M |
| 2 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$25.3M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
+$22.3M |
| 4 |
Vanguard Morningstar Growth ETF
VUG
|
+$16.3M |
| 5 |
Vanguard Morningstar Value ETF
VTV
|
+$15.5M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 88.13% |
| 2 | Technology | 4.91% |
| 3 | Financials | 1.39% |
| 4 | Healthcare | 1.28% |
| 5 | Consumer Staples | 1.23% |
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Legacy Edge Advisors's Q4 2023 Portfolio in Review
Q4 2023 is the first quarter with a 13F filing on record for Legacy Edge Advisors, which disclosed 158 positions worth $437M. Its ten largest holdings account for 43% of the portfolio.
Its largest position is iShares Core MSCI EAFE ETF: 494,024 shares worth $34.8M.
By sector, the portfolio is most concentrated in Miscellaneous at 88% of assets, followed by Technology and Financials.
- Legacy Edge Advisors's largest Q4 2023 buy was iShares Core MSCI EAFE ETF: 494,024 shares worth $34.8M.
- Legacy Edge Advisors's ten largest holdings make up 43% of its $437M portfolio in Q4 2023.
- Legacy Edge Advisors disclosed 158 positions in Q4 2023, its first 13F filing on record.
Based on Legacy Edge Advisors's 13F filing for Q4 2023, filed 17 Aug 2026.