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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 $971,609,782
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Mastec Inc
 MTZ 776,687 $90,647,140 9.33%
2.
Vertex Inc.
 VERX 1,323,779 $46,345,503 4.77%
3.
Trust For Professional Manag
 1,670,000 $42,548,257 4.38%
4.
Apple Inc.
 AAPL 188,425 $41,854,778 4.31%
5.
Ishares Trust
 IEF 90,394 $27,727,456 2.85%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)