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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 $6,329,642
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
2023 Etf Series Trust Ii
 89,183 $2,603,130 41.13%
2.
Vertex Inc.
 VERX 47,482 $1,343,779 21.23%
3.
Mastec Inc
 MTZ 109,695 $643,638 10.17%
4.
Fulton Financial Corp
 FULT 5,071 $281,104 4.44%
5.
Dimensional Etf Trust
 8,543 $238,363 3.77%
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)