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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
TMToyota Motor Corp
Recent Activity
Exited
0%
$229,156
1,118 shares@ $204.97 avg price
ROPRoper Technologies Inc
Recent Activity
Exited
0%
$226,591
402 shares@ $563.66 avg price
FFord Mtr Co Del
Recent Activity
Exited
0%
$202,774
16,170 shares@ $12.55 avg price
IBRXImmunitybio Inc
Recent Activity
Exited
0%
$79,000
12,500 shares@ $6.32 avg price