Long-term investor

Legacy Edge Advisors, LLC @legacyedgeadvisorsllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002105396).

Record

  • Tracked since 2024-12-31 (640 days), 150 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all n/a
  • Max drawdown n/a · win rate 1% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • VCIT · 11.6% · long · since 2024-12-31
  • IEFA · 9.5% · long · since 2024-12-31
  • IWD · 5.3% · long · since 2024-12-31
  • IWR · 3.5% · long · since 2024-12-31
  • EMXC · 3.4% · long · since 2024-12-31
  • IWF · 3.3% · long · since 2024-12-31
  • VUG · 2.6% · long · since 2024-12-31
  • QUAL · 2.6% · long · since 2024-12-31
  • MUB · 2.5% · long · since 2024-12-31
  • FPEI · 2.4% · long · since 2024-12-31
  • SUB · 2.4% · long · since 2024-12-31
  • SPSM · 2.3% · long · since 2024-12-31

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