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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
DGDollar Gen Corp New
Recent Activity
Exited
0%
$1.028M
7,771 shares@ $132.23 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$748,929
702 shares@ $1066.86 avg price
SHELShell Plc
Recent Activity
Exited
0%
$513,561
7,115 shares@ $72.19 avg price
BLKBlackrock Inc
Recent Activity
Exited
0%
$408,619
519 shares@ $787.32 avg price
PINSPinterest Inc
Recent Activity
Exited
0%
$336,915
7,645 shares@ $44.07 avg price
FERGFerguson Plc New
Recent Activity
Exited
0%
$311,970
1,611 shares@ $193.65 avg price
INTCIntel Corp
Recent Activity
Exited
0%
$310,274
10,019 shares@ $30.97 avg price
PCTPurecycle Technologies Inc
Recent Activity
Exited
0%
$303,530
51,272 shares@ $5.92 avg price
TDGTransdigm Group Inc
Recent Activity
Exited
0%
$242,746
190 shares@ $1277.62 avg price
ABNBAirbnb Inc
Recent Activity
Exited
0%
$236,240
1,558 shares@ $151.64 avg price