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Home > Institutional Investor > Legacy Advisors, Llc > Profile

Instuitional Investor - Legacy Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Legacy Advisors, Llc
Portfolio Value $930,990,414
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Gmo Etf Trust
 3,493,784 $134,370,933 14.43%
2.
Mastec Inc
 MTZ 380,708 $82,754,498 8.89%
3.
Ishares Trust
 IEF 59,494 $40,749,615 4.38%
4.
Apple Inc.
 AAPL 126,601 $34,417,650 3.7%
5.
Ishares Trust
 IEF 89,307 $33,350,806 3.58%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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