test

Matthew Sgro

@Legacy Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$923.507MTotal holdings376
Assets growth rate12.27%Assets growth rate (2-Q avg)8.11%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Legacy Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 376 positions.

Assets under management

The assets under management (AUM) of Legacy Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 923.507M in assets, with a quarterly growth rate of 12.27% and a 2-quarter average growth rate of 8.11%. The portfolio is managed by Matthew Sgro, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DFACDimensional Etf Trust
Recent Activity
New Position
0.89%
$8.173M
238,363 shares@ $34.29 avg price
IEFAIshares Tr
Recent Activity
New Position
0.24%
$2.166M
27,751 shares@ $78.06 avg price
NVRNvr Inc
Recent Activity
New Position
0.23%
$2.1M
214 shares@ $9811.8 avg price
SGOVIshares Tr
Recent Activity
New Position
0.2%
$1.776M
17,638 shares@ $100.72 avg price
HCAHca Healthcare Inc
Recent Activity
New Position
0.19%
$1.728M
4,251 shares@ $406.44 avg price
IEMGIshares Inc
Recent Activity
New Position
0.17%
$1.542M
26,853 shares@ $57.42 avg price
ACGLArch Cap Group Ltd
Recent Activity
New Position
0.13%
$1.164M
10,403 shares@ $111.89 avg price
SPLVInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.1%
$923,165
12,870 shares@ $71.73 avg price
JGRWTrust For Professional Manag
Recent Activity
New Position
0.1%
$836,125
31,487 shares@ $26.56 avg price
WTMWhite Mtns Ins Group Ltd
Recent Activity
New Position
0.09%
$763,290
450 shares@ $1696.2 avg price