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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
ACNAccenture Plc Ireland
Recent Activity
Decreased -2.44%
0.61%
$5.607M
15,864 shares@ $353.48 avg price
EFXEquifax Inc
Recent Activity
Decreased -5.8%
0.47%
$4.248M
14,456 shares@ $293.87 avg price
RBLXRoblox Corp
Recent Activity
Decreased -6.55%
0.42%
$3.863M
87,277 shares@ $44.26 avg price
VXUSVanguard Star Fds
Recent Activity
Decreased -0.29%
0.37%
$3.365M
51,981 shares@ $64.75 avg price
KOCoca Cola Co
Recent Activity
Decreased -5.33%
0.34%
$3.112M
43,025 shares@ $72.34 avg price
APHAmphenol Corp New
Recent Activity
Decreased -6.16%
0.33%
$3.042M
46,683 shares@ $65.16 avg price
NOWServicenow Inc
Recent Activity
Decreased -11.01%
0.3%
$2.68M
2,997 shares@ $894.4 avg price
GWWGrainger W W Inc
Recent Activity
Decreased -1.26%
0.29%
$2.591M
2,494 shares@ $1038.81 avg price
AVAVAerovironment Inc
Recent Activity
Decreased -5.04%
0.28%
$2.56M
12,767 shares@ $200.5 avg price
NKENike Inc
Recent Activity
Decreased -4.84%
0.28%
$2.546M
28,678 shares@ $88.77 avg price