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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 $1,030,574,474
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Mastec Inc
 MTZ 818,646 $111,450,466 10.81%
2.
Vertex Inc.
 VERX 1,397,779 $74,571,510 7.23%
3.
Trust For Professional Manag
 1,721,881 $44,605,844 4.32%
4.
Apple Inc.
 AAPL 172,411 $43,175,164 4.18%
5.
Ishares Trust
 IEF 90,961 $29,303,996 2.84%
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)