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Home > Institutional Investor > Legacy Edge Advisors, Llc > Profile

Instuitional Investor - Legacy Edge Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Legacy Edge Advisors, Llc
Portfolio Value $1,088,555,810
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 VCIT 1,372,355 $113,425,175 10.42%
2.
Ishares Trust
 HYG 1,026,913 $99,179,258 9.11%
3.
Ishares Trust
 IEF 207,147 $50,218,647 4.61%
4.
Ishares Inc - MSCI EMRG CHN
 445,806 $45,605,954 4.19%
5.
Ishares Trust
 IEF 381,311 $42,066,230 3.86%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.